www.cisi.org
Open in
urlscan Pro
20.50.102.16
Public Scan
Submitted URL: https://cisi.org/
Effective URL: https://www.cisi.org/cisiweb2/
Submission: On June 30 via api from US — Scanned from GB
Effective URL: https://www.cisi.org/cisiweb2/
Submission: On June 30 via api from US — Scanned from GB
Form analysis 1 forms found in the DOM
POST ./
<form method="post" action="./" id="aspnetForm">
<div class="aspNetHidden">
<input type="hidden" name="ctl23_TSM" id="ctl23_TSM"
value=";;System.Web.Extensions, Version=4.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35:en-GB:9ddf364d-d65d-4f01-a69e-8b015049e026:ea597d4b:b25378d2;;Telerik.Sitefinity.Resources:en-GB:07c182a9-e3e0-42b9-82c9-6364dcf8fb77:b162b7a1:d4b35ef7;Telerik.Sitefinity, Version=14.2.7922.0, Culture=neutral, PublicKeyToken=b28c218413bdf563:en-GB:e7e93326-4521-4788-9119-3bb71dfd2027:3b9a1b05;Telerik.Sitefinity.Search.Impl, Version=14.2.7922.0, Culture=neutral, PublicKeyToken=b28c218413bdf563:en-GB:e6b77542-6971-4e08-bdac-6bc6d5748f19:7561727d">
<input type="hidden" name="ctl24_TSSM" id="ctl24_TSSM" value=";Telerik.Sitefinity.Resources, Version=14.2.7922.0, Culture=neutral, PublicKeyToken=b28c218413bdf563:en:07c182a9-e3e0-42b9-82c9-6364dcf8fb77:7a90d6a">
<input type="hidden" name="__EVENTTARGET" id="__EVENTTARGET" value="">
<input type="hidden" name="__EVENTARGUMENT" id="__EVENTARGUMENT" value="">
<input type="hidden" name="__VIEWSTATE" id="__VIEWSTATE" value="Rja4JK1l3pkB7SaxsdCuOOjpDEwDz2648dK+egPTSrSYFWhvaDVpTNLNapLwM/qW8eRFosCewP+N0A9tf0CNsv/LkSwZCguIfyXjPSaiQYk=">
</div>
<script type="text/javascript">
//<![CDATA[
var theForm = document.forms['aspnetForm'];
if (!theForm) {
theForm = document.aspnetForm;
}
function __doPostBack(eventTarget, eventArgument) {
if (!theForm.onsubmit || (theForm.onsubmit() != false)) {
theForm.__EVENTTARGET.value = eventTarget;
theForm.__EVENTARGUMENT.value = eventArgument;
theForm.submit();
}
}
//]]>
</script>
<script src="/cisiweb2/WebResource.axd?d=pynGkmcFUV13He1Qd6_TZL9SiBrKISW6-gfHgCLiP7cgCVxf8PglvrGiz-_G0lp5mach-UZk7CXa2jxzyzuE-g2&t=637814653746327080" type="text/javascript"></script>
<script type="text/javascript">
//<![CDATA[
var __cultureInfo = {
"name": "en",
"numberFormat": {
"CurrencyDecimalDigits": 2,
"CurrencyDecimalSeparator": ".",
"IsReadOnly": true,
"CurrencyGroupSizes": [3],
"NumberGroupSizes": [3],
"PercentGroupSizes": [3],
"CurrencyGroupSeparator": ",",
"CurrencySymbol": "$",
"NaNSymbol": "NaN",
"CurrencyNegativePattern": 0,
"NumberNegativePattern": 1,
"PercentPositivePattern": 0,
"PercentNegativePattern": 0,
"NegativeInfinitySymbol": "-∞",
"NegativeSign": "-",
"NumberDecimalDigits": 2,
"NumberDecimalSeparator": ".",
"NumberGroupSeparator": ",",
"CurrencyPositivePattern": 0,
"PositiveInfinitySymbol": "∞",
"PositiveSign": "+",
"PercentDecimalDigits": 2,
"PercentDecimalSeparator": ".",
"PercentGroupSeparator": ",",
"PercentSymbol": "%",
"PerMilleSymbol": "‰",
"NativeDigits": ["0", "1", "2", "3", "4", "5", "6", "7", "8", "9"],
"DigitSubstitution": 1
},
"dateTimeFormat": {
"AMDesignator": "AM",
"Calendar": {
"MinSupportedDateTime": "\/Date(-62135596800000)\/",
"MaxSupportedDateTime": "\/Date(253402300799999)\/",
"AlgorithmType": 1,
"CalendarType": 1,
"Eras": [1],
"TwoDigitYearMax": 2029,
"IsReadOnly": true
},
"DateSeparator": "/",
"FirstDayOfWeek": 0,
"CalendarWeekRule": 0,
"FullDateTimePattern": "dddd, MMMM d, yyyy h:mm:ss tt",
"LongDatePattern": "dddd, MMMM d, yyyy",
"LongTimePattern": "h:mm:ss tt",
"MonthDayPattern": "MMMM d",
"PMDesignator": "PM",
"RFC1123Pattern": "ddd, dd MMM yyyy HH\u0027:\u0027mm\u0027:\u0027ss \u0027GMT\u0027",
"ShortDatePattern": "M/d/yyyy",
"ShortTimePattern": "h:mm tt",
"SortableDateTimePattern": "yyyy\u0027-\u0027MM\u0027-\u0027dd\u0027T\u0027HH\u0027:\u0027mm\u0027:\u0027ss",
"TimeSeparator": ":",
"UniversalSortableDateTimePattern": "yyyy\u0027-\u0027MM\u0027-\u0027dd HH\u0027:\u0027mm\u0027:\u0027ss\u0027Z\u0027",
"YearMonthPattern": "MMMM yyyy",
"AbbreviatedDayNames": ["Sun", "Mon", "Tue", "Wed", "Thu", "Fri", "Sat"],
"ShortestDayNames": ["Su", "Mo", "Tu", "We", "Th", "Fr", "Sa"],
"DayNames": ["Sunday", "Monday", "Tuesday", "Wednesday", "Thursday", "Friday", "Saturday"],
"AbbreviatedMonthNames": ["Jan", "Feb", "Mar", "Apr", "May", "Jun", "Jul", "Aug", "Sep", "Oct", "Nov", "Dec", ""],
"MonthNames": ["January", "February", "March", "April", "May", "June", "July", "August", "September", "October", "November", "December", ""],
"IsReadOnly": true,
"NativeCalendarName": "Gregorian Calendar",
"AbbreviatedMonthGenitiveNames": ["Jan", "Feb", "Mar", "Apr", "May", "Jun", "Jul", "Aug", "Sep", "Oct", "Nov", "Dec", ""],
"MonthGenitiveNames": ["January", "February", "March", "April", "May", "June", "July", "August", "September", "October", "November", "December", ""]
},
"eras": [1, "A.D.", null, 0]
}; //]]>
</script>
<script
src="/cisiweb2/Telerik.Web.UI.WebResource.axd?_TSM_HiddenField_=ctl23_TSM&compress=0&_TSM_CombinedScripts_=%3b%3bSystem.Web.Extensions%2c+Version%3d4.0.0.0%2c+Culture%3dneutral%2c+PublicKeyToken%3d31bf3856ad364e35%3aen%3a9ddf364d-d65d-4f01-a69e-8b015049e026%3aea597d4b%3ab25378d2"
type="text/javascript"></script>
<script
src="/cisiweb2/ScriptResource.axd?d=oBrf1f-DLFBYf_XnAiQIetK8IDslD3Jm_7eQZv9sgm84wWO6S9SCcPuZwu2i5a6KkfdRLrP7OrCBLFHi7HNGCq64J1nvgqCdaud90sascMCe3oeJ3VF27-O1t0NX0TEcpIR7-TAwQud1j0J0fJFc50t5y9ghig3ga3WS2E8LlJY3vyvCClit-jdw8acuc9o10&t=ffffffffdc51d573"
type="text/javascript"></script>
<script
src="/cisiweb2/Telerik.Web.UI.WebResource.axd?_TSM_HiddenField_=ctl23_TSM&compress=0&_TSM_CombinedScripts_=%3b%3bTelerik.Sitefinity.Resources%3aen%3a07c182a9-e3e0-42b9-82c9-6364dcf8fb77%3ab162b7a1%3ad4b35ef7%3bTelerik.Sitefinity%2c+Version%3d14.2.7922.0%2c+Culture%3dneutral%2c+PublicKeyToken%3db28c218413bdf563%3aen%3ae7e93326-4521-4788-9119-3bb71dfd2027%3a3b9a1b05%3bTelerik.Sitefinity.Search.Impl%2c+Version%3d14.2.7922.0%2c+Culture%3dneutral%2c+PublicKeyToken%3db28c218413bdf563%3aen%3ae6b77542-6971-4e08-bdac-6bc6d5748f19%3a7561727d"
type="text/javascript"></script>
<script src="/cisiweb2/Frontend-Assembly/Telerik.Sitefinity.Frontend.Forms/Mvc/Scripts/Form/form.all.min.js?v=MTQuMi43OTIyLjA%3d" type="text/javascript"></script>
<div class="aspNetHidden">
<input type="hidden" name="__VIEWSTATEGENERATOR" id="__VIEWSTATEGENERATOR" value="6FF830EB">
<input type="hidden" name="__EVENTVALIDATION" id="__EVENTVALIDATION"
value="fMctqgM3fuFj4EAUMaubG2seenasCdhU5blId61/6GBsCk0YdqjjJgf3hlz1LuSsiBYmNSIYJPlUr6VRecmpUfhXLfMvzSlYfVGlBc+mUiJDo/4bK8yB04twuZfII1AMNcIUHjxwog409v8HaNkmwCO/FimY7ooBSr/8oQ7leTcm394dWpud3Tnr8l5z2zkt">
</div>
<script type="text/javascript">
//<![CDATA[
Sys.WebForms.PageRequestManager._initialize('ctl00$ctl00$ctl23', 'aspnetForm', [], [], [], 90, 'ctl00$ctl00');
//]]>
</script>
<input type="hidden" name="ctl00$ctl00$ctl23" id="ctl23">
<script type="text/javascript">
//<![CDATA[
Sys.Application.setServerId("ctl23", "ctl00$ctl00$ctl23");
Sys.Application._enableHistoryInScriptManager();
//]]>
</script>
<a accesskey="s" href="#cpw_main" id="sfSkip" class="sr-only sr-only-focusable">
Skip To The Main Content
</a>
<div id="publicWrapper" class="sfPublicWrapper">
<header id="headerWrapper" class="headerWrapper">
<div id="cph_header_SignInAndSignOutAndBasket_ctl00_ctl00_signInAndSignOutAndBasketContainer" class="signInAndSignOutAndBasketContainer hideInSitefinity">
<div class="main">
<div class="container">
<div id="cph_header_SignInAndSignOutAndBasket_ctl00_ctl00_signInContainer" class="row hideInSitefinity">
<div class="col-xs-12 signedInName verticallyCentre"> </div>
</div>
</div>
</div>
<div class="pullDown">
<div class="container-fluid">
<div>
<img class="signInImage" src="image/master/signinleft.png" alt="sign in left image">
<div class="mainBar"><a href="/cisiweb2/en/Signin?returnURL=https://www.cisi.org/cisiweb2/" style="display:none;">Sign in |</a>
<a id="cph_header_SignInAndSignOutAndBasket_ctl00_ctl00_signInLink" class="signInLink hideInSitefinity" href="https://www.cisi.org/cisiweb2/en/Signin?returnURL=https%3a%2f%2fwww.cisi.org%2fcisiweb2%2f">Sign in</a>
<a id="cph_header_SignInAndSignOutAndBasket_ctl00_ctl00_registerLink" class="registerLink hideInSitefinity" href="cisi-website/register">Register</a><a id="cph_header_SignInAndSignOutAndBasket_ctl00_ctl00_basketLink" class="basketLink hideInSitefinity" href="shop/basket">
<span class="globalBasketText">Shop</span>
</a>
<div id="cph_header_SignInAndSignOutAndBasket_ctl00_ctl00_signInSearchContainer" class="search">
<fieldset id="cph_header_SignInAndSignOutAndBasket_ctl00_ctl00_signInSearchContainer_ctl00_ctl00_main" class="sfsearchBox">
<span tabindex="-1" class="k-autocomplete k-input sfsearchTxt k-autocomplete-clearable k-input-solid k-input-md k-rounded-md" style=""><input
name="ctl00$ctl00$cph_header$SignInAndSignOutAndBasket$ctl00$ctl00$signInSearchContainer$ctl00$ctl00$searchTextBox" type="text"
id="cph_header_SignInAndSignOutAndBasket_ctl00_ctl00_signInSearchContainer_ctl00_ctl00_searchTextBox" class="sfsearchTxt k-input-inner" data-role="autocomplete" autocomplete="off" role="combobox" aria-expanded="false"
aria-disabled="false" aria-readonly="false" aria-owns="cph_header_SignInAndSignOutAndBasket_ctl00_ctl00_signInSearchContainer_ctl00_ctl00_searchTextBox_listbox" aria-autocomplete="list"
aria-controls="cph_header_SignInAndSignOutAndBasket_ctl00_ctl00_signInSearchContainer_ctl00_ctl00_searchTextBox_listbox"><span unselectable="on" class="k-clear-value k-hidden" title="clear" role="button" tabindex="-1"><span
class="k-icon k-i-x"></span></span><span class="k-icon k-i-loading k-hidden"></span></span>
<input type="submit" name="ctl00$ctl00$cph_header$SignInAndSignOutAndBasket$ctl00$ctl00$signInSearchContainer$ctl00$ctl00$searchButton" value="Search" onclick="return false;"
id="cph_header_SignInAndSignOutAndBasket_ctl00_ctl00_signInSearchContainer_ctl00_ctl00_searchButton" class="sfsearchSubmit">
</fieldset>
</div>
</div>
<img class="signInImage" src="image/master/signinright.png" alt="sign in right image">
</div>
</div>
</div>
</div>
<div class="mainHeader">
</div>
<div class="mainNav navbar navbar-default navbar-fixed-top yamm hideInSitefinity annMenu">
<div class="container-fluid">
<div class="navbar-header">
<button type="button" class="navbar-toggle" data-toggle="collapse" data-target="#mainNavCollapse">
<span class="icon-bar"></span><span class="icon-bar"></span><span class="icon-bar">
</span>
</button>
<a href="/cisiweb2/cisi-website/cisi-financial-services-professional-body" class="navbar-brand">
<img alt="" src="/cisiweb2/image/master/cisilogo.png?80172489074"></a>
</div>
<div id="mainNavCollapse" class="navbar-collapse collapse" style="max-height: 1100px;">
<ul id="cph_header_SignInAndSignOutAndBasket1_ctl00_ctl00_signInAndSignOutAndBasketContainer" class="nav navbar-nav navbar-right hidden-lg hideInSitefinity">
<li>
<div id="cph_header_SignInAndSignOutAndBasket1_ctl00_ctl00_signInSearchContainer" class="mobileSearch">
<fieldset id="cph_header_SignInAndSignOutAndBasket1_ctl00_ctl00_signInSearchContainer_ctl00_ctl00_main" class="sfsearchBox">
<span tabindex="-1" class="k-autocomplete k-input sfsearchTxt k-autocomplete-clearable k-input-solid k-input-md k-rounded-md" style=""><input
name="ctl00$ctl00$cph_header$SignInAndSignOutAndBasket1$ctl00$ctl00$signInSearchContainer$ctl00$ctl00$searchTextBox" type="text"
id="cph_header_SignInAndSignOutAndBasket1_ctl00_ctl00_signInSearchContainer_ctl00_ctl00_searchTextBox" class="sfsearchTxt k-input-inner" data-role="autocomplete" autocomplete="off" role="combobox" aria-expanded="false"
aria-disabled="false" aria-readonly="false" aria-owns="cph_header_SignInAndSignOutAndBasket1_ctl00_ctl00_signInSearchContainer_ctl00_ctl00_searchTextBox_listbox" aria-autocomplete="list"
aria-controls="cph_header_SignInAndSignOutAndBasket1_ctl00_ctl00_signInSearchContainer_ctl00_ctl00_searchTextBox_listbox"><span unselectable="on" class="k-clear-value k-hidden" title="clear" role="button" tabindex="-1"><span
class="k-icon k-i-x"></span></span><span class="k-icon k-i-loading k-hidden"></span></span>
<input type="submit" name="ctl00$ctl00$cph_header$SignInAndSignOutAndBasket1$ctl00$ctl00$signInSearchContainer$ctl00$ctl00$searchButton" value="Search" onclick="return false;"
id="cph_header_SignInAndSignOutAndBasket1_ctl00_ctl00_signInSearchContainer_ctl00_ctl00_searchButton" class="sfsearchSubmit">
</fieldset>
</div>
</li>
<li>
<a id="cph_header_SignInAndSignOutAndBasket1_ctl00_ctl00_signInLink" class="signInLink hideInSitefinity" href="https://www.cisi.org/cisiweb2/en/Signin?returnURL=https%3a%2f%2fwww.cisi.org%2fcisiweb2%2f">Sign in</a>
</li>
<li>
<a id="cph_header_SignInAndSignOutAndBasket1_ctl00_ctl00_registerLink" class="registerLink hideInSitefinity" href="cisi-website/register">Register</a><a id="cph_header_SignInAndSignOutAndBasket1_ctl00_ctl00_basketLink" class="basketLink hideInSitefinity" href="shop/basket">
<span class="globalBasketText">Shop</span>
</a>
</li>
</ul>
<ul class="nav navbar-nav">
<!-- Menu item 1 - Study with us -->
<li class="dropdown yamm-fw">
<a href="/cisiweb2/cisi-website/study-with-us" class="dropdown-toggle visible-lg-block">Qualifications
&
Assessments</a>
<a href="#" data-toggle="dropdown" class="dropdown-toggle hidden-lg">Qualifications
&
Assessments</a>
<ul class="dropdown-menu">
<li>
<!-- Content container to add padding -->
<div class="yamm-content">
<div class="row">
<div class="col-lg-4 visible-lg-block menuIntro qualifications">
<h2> Studying with the CISI </h2> Our qualifications for operations, compliance & risk, capital markets & corporate finance, financial planning, Islamic finance and wealth management will equip you with the practical
knowledge you need to do your job. <br>
<br>
<a href="/cisiweb2/cisi-website/study-with-us" class="btn btn-default" role="button">Find
out
more</a>
<br>
<br>
<h3> Already studying? </h3>
<br>
<a href="/cisiweb2/cisi-website/study-with-us/exam-booker?page=examshop" class="btn btn-default">Book
your
exam</a>
<a href="/cisiweb2/mycisi-pages/before-your-exam" class="btn btn-default" role="button">Access
MyStudy</a>
<a href="/cisiweb2/mycisi-pages/account-activity#qualifications" class="btn btn-default" role="button">View
your
results</a>
<br><br><br><br><br>
</div>
<div class="col-sm-12 col-md-12 col-lg-8 menuSection">
<ul class="col-lg-4 list-unstyled">
<li><span class="sectionTitle">Getting started</span>
</li>
<li><a href="/cisiweb2/cisi-website/study-with-us">View
all
our
qualifications</a>
</li>
<li><a href="/cisiweb2/cisi-website/study-with-us/qualifications-navigator">Which
qualification
is
right
for
me?</a>
</li>
<li><span class="sectionTitle subSectionTitle">Qualification pathways</span>
</li>
<li><a href="/cisiweb2/cisi-website/study-with-us/capital-markets">Capital
Markets
&
Corporate
Finance</a>
</li>
<li><a href="/cisiweb2/cisi-website/study-with-us/compliance-risk">Compliance
&
Risk</a>
</li>
<li><a href="/cisiweb2/cisi-website/study-with-us/financial-planning/why-study-financial-planning">Financial
Planning</a>
</li>
<li><a href="/cisiweb2/cisi-website/study-with-us/islamic-finance">Islamic
Finance</a>
</li>
<li><a href="/cisiweb2/cisi-website/study-with-us/operations">Operations</a>
</li>
<li><a href="/cisiweb2/cisi-website/study-with-us/wealth-retail">Wealth
Management</a>
</li>
<li><a href="/cisiweb2/cisi-website/responsiblefinance">Green,
Sustainable
&
Responsible
Finance</a>
</li>
<li><span class="sectionTitle subSectionTitle">Professional Assessments</span>
</li>
<li><a href="/cisiweb2/cisi-website/study-with-us/professional-assessments/corporate-cyber-security-professional-assessment">Corporate
Cyber
Security</a>
</li>
<li><a href="/cisiweb2/cisi-website/study-with-us/professional-assessments/financial-planning-practice">The
Practice
of
Financial
Planning</a>
</li>
<li><a href="/cisiweb2/cisi-website/study-with-us/professional-assessments/sustainable-and-responsible-investment-professional-assessment">Sustainable
and
Responsible
Investment</a>
</li>
<li><a href="/cisiweb2/cisi-website/study-with-us/professional-assessments/vulnerablecustomers">Vulnerable
Customers</a>
</li>
<li><a href="/cisiweb2/cisi-website/study-with-us/professional-assessments/anti-money-laundering-pk-professional-assessment">Pakistan
Anti-Money
Laundering/Counter-Terrorism
Financing</a>
</li>
<li><a href="/cisiweb2/cisi-elearning/cisipan">Login
to
access
your
Professional
Assessments</a>
</li>
</ul>
<ul class="col-lg-4 list-unstyled">
<li><span class="sectionTitle">Study support</span>
</li>
<li><a href="/cisiweb2/cisi-website/study-with-us/getting-started/study-support">What
resources
we
offer</a>
</li>
<li><a href="/cisiweb2/cisi-elearning/cisire">Revision
Express</a>
</li>
<li><a href="/cisiweb2/cisi-website/study-with-us/candidate-update">Candidate
Update</a>
</li>
<li><a href="/cisiweb2/cisi-website/study-with-us/getting-started/accredited-training-partners">Accredited
Training
Partners</a>
</li>
<li><span class="sectionTitle subSectionTitle">Next steps</span>
</li>
<li><a href="/cisiweb2/shop/exam-shop">Book
your
exam</a>
</li>
<li><a href="/cisiweb2/shop/learning-materials">Buy
your
learning
materials</a>
</li>
<li><a href="/cisiweb2/cisi-website/study-with-us/getting-started/price-list">Price
list</a> | <a href="/cisiweb2/cisi-website/study-with-us/getting-started/exam-dates">Exam
dates</a>
</li>
<li><a href="/cisiweb2/cisi-website/study-with-us/getting-started/exam-venues">Test
centres</a> | <a href="/cisiweb2/cisi-website/study-with-us/remote-invigilation">Remote
exams</a>
</li>
<li><a class="tabMenuLink" href="/cisiweb2/cisi-website/study-with-us/qualifications-policies-procedures#sectionD">Exemptions</a>
</li>
<li><a class="tabMenuLink" href="/cisiweb2/mycisi-pages/account-activity#qualifications">View
your
results</a>
</li>
</ul>
<ul class="col-lg-4 list-unstyled">
<li><span class="sectionTitle">Policies & procedures</span>
</li>
<li><a class="tabMenuLink" href="/cisiweb2/cisi-website/study-with-us/qualifications-policies-procedures">View
all
qualification
policies</a>
</li>
<li><a class="tabMenuLink" href="/cisiweb2/cisi-website/study-with-us/qualifications-policies-procedures#sectionB">Results
&
performance
reviews</a>
</li>
<li><a class="tabMenuLink" href="/cisiweb2/cisi-website/study-with-us/qualifications-policies-procedures#sectionC">Certificates</a>
</li>
<li><a class="tabMenuLink" href="/cisiweb2/cisi-website/about-us/feedback">Feedback
and
complaints</a>
</li>
<li><a class="tabMenuLink" href="/cisiweb2/cisi-website/study-with-us/qualifications-policies-procedures#sectionF">English
language
requirements</a>
</li>
<li><span class="sectionTitle subSectionTitle">Financial services specialists</span>
</li>
<li><a href="/cisiweb2/cisi-website/study-with-us/financial-services-specialists">Find
out
how
you
can
contribute</a>
</li>
</ul>
</div>
</div>
</div>
</li>
</ul>
</li>
<!-- Menu item 2 - Join us -->
<li class="dropdown yamm-fw">
<a href="/cisiweb2/cisi-website/join-us/membership/" class="dropdown-toggle visible-lg-block">Membership
& SPS</a>
<a href="#" data-toggle="dropdown" class="dropdown-toggle hidden-lg">Membership
& SPS</a>
<ul class="dropdown-menu">
<li>
<!-- Content container to add padding -->
<div class="yamm-content">
<div class="row">
<div class="col-lg-4 visible-lg-block menuIntro membership">
<h2>Why join the CISI? </h2> As a member of a Chartered professional body you will benefit from an enhanced status in the financial services profession globally. <br>
<br> You will become a part of an organisation which holds the respect of governments and firms around the world, and can communicate with the public on an authoritative and clear level. <br>
<br>
<a href="/cisiweb2/cisi-website/join-us/membership#join" class="btn btn-default" role="button">Join
now</a>
<a href="/cisiweb2/cisi-website/join-us/membership/grades-of-membership#sectionD" class="btn btn-default" role="button">Become
Chartered</a>
<br>
<a href="/cisiweb2/cisi-website/join-us/cisi-member-directory" class="btn btn-default" role="button">Member
directory</a>
<br><br>
</div>
<div class="col-sm-12 col-md-12 col-lg-8 menuSection">
<ul class="col-lg-4 list-unstyled">
<li><span class="sectionTitle">Getting started</span>
</li>
<li><a href="/cisiweb2/cisi-website/join-us/membership/">Thinking
of
joining
the
CISI?</a>
</li>
<li><a href="/cisiweb2/cisi-website/join-us/membership-benefits">Membership
benefits</a>
</li>
<li><a href="/cisiweb2/cisi-website/join-us/membership/grades-of-membership">Grades
of
membership</a>
</li>
<li><a href="/cisiweb2/cisi-website/join-us/membership/grades-of-membership#sectionD">
Individual
Charter</a>
</li>
<li><a href="/cisiweb2/cisi-website/join-us/membership/chartered-wealth-manager">Chartered
Wealth
Manager</a>
</li>
<li><a href="/cisiweb2/cisi-website/about-us/cisi-chartered-firm">CISI
Chartered
Firm™</a>
</li>
<li><a href="/cisiweb2/cisi-website/study-with-us/financial-planning/why-study-financial-planning#cfpSection">CERTIFIED
FINANCIAL
PLANNER<sup>TM</sup></a>
</li>
<li><a href="/cisiweb2/cisi-website/misc-pages/professionalism">Certificate
of
professionalism</a>
</li>
<li><span class="sectionTitle subSectionTitle">How to join</span>
</li>
<li><a href="/cisiweb2/cisi-website/join-us/membership-application-form">New
member
applications</a>
</li>
<li><a href="/cisiweb2/cisi-website/join-us/membership/membership-fees">Membership
fees</a>
</li>
<li><a href="/cisiweb2/cisi-website/join-us/membership/application-forms">Other
application
forms</a>
</li>
</ul>
<ul class="col-lg-4 list-unstyled">
<li><span class="sectionTitle">Rules & regulations</span>
</li>
<li><a href="/cisiweb2/cisi-website/join-us/membership-rules-regulations">Full
membership
rules
&
regulations
</a>
</li>
<li><a href="/cisiweb2/cisi-website/cpd/what-is-cpd">CPD
requirements</a>
</li>
<li><a href="/cisiweb2/cisi-website/join-us/membership/integrity-requirements">Integrity
requirements</a>
</li>
<li><a class="tabMenuLink" href="/cisiweb2/cisi-website/integrity-ethics/code-of-conduct#process">Disciplinary
Process</a>
</li>
<li><span class="sectionTitle subSectionTitle">Member directory</span>
</li>
<li><a href="/cisiweb2/cisi-website/join-us/cisi-member-directory">Search
and
view
CISI
member
profiles</a>
</li>
<li><span class="sectionTitle subSectionTitle">MyCISI Member App</span>
</li>
<li><a href="/cisiweb2/cisi-website/mycisi-app">Download
the
app
now
<span class="new menuNew">NEW</span></a>
</li>
</ul>
<ul class="col-lg-4 list-unstyled">
<li><span class="sectionTitle">SPS</span>
</li>
<li><a href="/cisiweb2/cisi-website/join-us/sps/apply-for-an-sps">
Apply
for
an
SPS</a>
</li>
<!-- <li><a href="/cisiweb2/cisi-website/join-us/sps/renew-your-statement-of-professional-standing">
Renew your SPS</a></li>-->
<li><a href="/cisiweb2/cisi-website/join-us/sps/cisi-sps-register">SPS
register</a>
</li>
<li><a href="/cisiweb2/cisi-website/join-us/sps/non-fca-jurisdictions">Non-FCA
jurisdictions</a>
</li>
<li><a href="/cisiweb2/cisi-website/join-us/sps/rdr-background-information">RDR
background
information</a>
</li>
<li><a href="/cisiweb2/cisi-website/join-us/sps/gap-fill-guidance">Gap-fill
guidance</a>
</li>
<li><a href="/cisiweb2/cisi-website/join-us/firm-reporting-of-fca-breaches-new">Firm
Notifications</a>
</li>
</ul>
</div>
</div>
</div>
</li>
</ul>
</li>
<!-- Menu item 3 - CPD -->
<li class="dropdown yamm-fw">
<a href="/cisiweb2/cisi-website/cpd/what-is-cpd" class="dropdown-toggle visible-lg-block">CPD</a>
<a href="#" data-toggle="dropdown" class="dropdown-toggle hidden-lg">CPD</a>
<ul class="dropdown-menu">
<li>
<!-- Content container to add padding -->
<div class="yamm-content">
<div class="row">
<div class="col-lg-5 visible-lg-block menuIntro cpd">
<h2> Continuing Professional Development </h2> Continuing Professional Development (CPD) is of key importance to all practitioners in the financial services profession.<br>
<br> At the CISI, we are committed to providing all members with the tools needed to comply with the regulator's rules. <br>
<br>
<a href="/cisiweb2/en/cpd/my-cpd" class="btn btn-default" role="button">Log
in
to
view
your
CPD
record</a>
</div>
<div class="col-sm-12 col-md-12 col-lg-7 menuSection">
<ul class="col-lg-4 list-unstyled">
<li><span class="sectionTitle">CPD with the CISI</span>
</li>
<li><a href="/cisiweb2/cisi-website/cpd/what-is-cpd">What
does
it
mean
for
me?</a>
</li>
<li><a href="/cisiweb2/cisi-website/cpd/what-is-cpd/cpd-opportunities-with-the-cisi">
CPD
opportunities
with
the
CISI</a>
</li>
<li><a href="/cisiweb2/cisi-website/cpd/how-to-meet-your-ethics-requirements">How
to
meet
your
ethics
requirements</a>
</li>
<li><span class="sectionTitle subSectionTitle">Trending topics</span>
</li>
<li><a href="/cisiweb2/cisi-website/responsiblefinance">Green,
Sustainable
&
Responsible
Finance</a>
</li>
<li><a href="/cisiweb2/cisi-website/study-with-us/financial-planning/why-study-financial-planning#cph_main_cph_main_C010_Col00">Financial
Planning</a>
</li>
<li><a href="/cisiweb2/cisi-website/cpd/fintech-future">Navigating
the
world
of
Fintech
<span class="new menuNew">NEW</span>
</a></li><a href="/cisiweb2/cisi-website/cpd/fintech-future">
</a>
<li><a href="/cisiweb2/cisi-website/cpd/fintech-future"></a><a href="/cisiweb2/cisi-website/misc-pages/wealthcampaign?utm_source=knowingwhenflyer&utm_campaign=knowingwhenflyer&utm_term=knowingwhenflyer&utm_content=knowingwhenflyer">Wealth
Management</a>
</li>
</ul>
<ul class="col-lg-4 list-unstyled">
<li><span class="sectionTitle">CISI CPD resources</span>
</li>
<li><a href="/cisiweb2/shop/events">
CPD
Events
Programme
-
watch
live
webcasts,
wherever
you
are</a>
</li>
<li><a href="/cisiweb2/cisi-website/study-with-us/getting-started/professional-refresher">
Professional
Refresher
-
Over
200
elearning
modules</a>
</li>
<li><a href="/cisiweb2/cisi-news/the-review">
<em>The
Review</em>
-
Members'
online
magazine</a>
</li>
<li><a href="/cisiweb2/mycisi-pages/cisi-tv">
CISI
TV
-
Watch
events
on
demand</a>
</li>
<li><a href="/cisiweb2/cisi-website/study-with-us/professional-assessments/corporate-cyber-security-professional-assessment">Professional
Assessment
-
Corporate
Cyber
Security</a>
</li>
<li><a href="/cisiweb2/cisi-website/study-with-us/professional-assessments/sustainable-and-responsible-investment-professional-assessment">Professional
Assessment
-
Sustainable
and
Responsible
Investment</a>
</li>
<li><a href="/cisiweb2/cisi-website/study-with-us/professional-assessments/vulnerablecustomers">Professional
Assessment
-
Vulnerable
Customers</a>
</li>
<li><a href="/cisiweb2/cisi-website/mycisi-app" target="_blank">Download
the
MyCISI
member
app
<span class="new menuNew">NEW</span></a>
</li>
</ul>
<ul class="col-lg-4 list-unstyled">
<li><span class="sectionTitle">Regulatory requirements</span>
</li>
<li><a href="/cisiweb2/cisi-website/misc-pages/esma-mifid-ii">MiFID
II
guidance</a>
</li>
<li><a href="/cisiweb2/cisi-website/cpd/insurance-distribution-directive">Insurance
Distribution
Directive
(IDD)
guidance</a>
</li>
<li><a href="/cisiweb2/cisi-website/cpd/pensions-transfer-advice">Pensions
Transfer
Advice</a>
</li>
</ul>
</div>
</div>
</div>
</li>
</ul>
</li>
<!-- Menu item 4 - Networking & Events -->
<li class="dropdown yamm-fw">
<a href="/cisiweb2/shop/events" class="dropdown-toggle visible-lg-block">Events</a>
<a href="#" data-toggle="dropdown" class="dropdown-toggle hidden-lg">Events</a>
<ul class="dropdown-menu">
<li>
<!-- Content container to add padding -->
<div class="yamm-content">
<div class="row">
<div class="col-lg-5 visible-lg-block menuIntro events">
<h2> Events programme </h2> We know you value our event programme and with over 500 offered per year it is quite an undertaking to look at how we do this differently. We’ve moved as many as we can into our new virtual
programme so we can continue to meet your CPD requirements and together increase our knowledge, build new skills and shine a spotlight on integrity and ethical behaviour. The good news is that content that might only have
been available in one area of the world will now be accessible to any CISI member despite their location. <br>
<br>
<a href="/cisiweb2/shop/events" class="btn btn-default" role="button">View
all
upcoming
events</a>
<a href="/cisiweb2/shop/my-events" class="btn btn-default" role="button">View
your
booked
events</a><br><br><br>
</div>
<div class="col-sm-12 col-md-12 col-lg-7 menuSection">
<ul class="col-lg-6 list-unstyled">
<li><span class="sectionTitle">Networking & events</span>
</li>
<li><a href="/cisiweb2/shop/events">
View
all
our
events</a>
</li>
<!--<li><a href="/cisiweb2/cisi-website/networking-events">
Find out what events we offer</a></li>-->
<li><a href="/cisiweb2/cisi-website/networking-events/professional-forums">
Professional
Forums
&
Interest
Groups</a>
</li>
<li><a href="/cisiweb2/cisi-website/networking-events/professional-forums/financial-planning-forum">
Financial
Planning
Forum</a>
</li>
<li><a href="/cisiweb2/shop/events?title=masterclass">
Masterclasses</a>
</li>
<li><a href="/cisiweb2/cisi-website/join-us/young-professionals-network">
Young
Professionals'
Network</a>
</li>
<li><a href="/cisiweb2/shop/events?category=11">
Partner
events</a>
</li>
<li><a href="/cisiweb2/shop/my-events">
View
my
booked
events</a>
</li>
<li><a href="/cisiweb2/cisi-website/networking-events/event-cisitv-terms-and-conditions">
Event
terms
&
conditions</a>
</li>
</ul>
<ul class="col-lg-6 list-unstyled">
<li><span class="sectionTitle">Conferences</span>
</li>
<li><a href="https://www.cisi.org/cisiweb2/the-paraplanner-conference-2023" target="_blank">The
Paraplanner
Box
set
-
An
online
webinar
series
-
June
2023</a>
</li>
<li><a href="/cisiweb2/cisi-website/networking-events/conferences/the-financial-planning-conference-2023" target="_blank">The
Financial
Planning
Conference
2023
-
3-4
Oct</a>
</li>
<li><a href="https://www.cisi.org/cisiweb2/cisi-website/networking-events/conferences/financial-planning-awards-2023" target="_blank">The
Financial
Planning
Awards
2023</a>
</li>
<li><span class="sectionTitle subSectionTitle">External CPD resources</span>
</li>
<li><a href="/cisiweb2/cisi-website/cpd/what-is-cpd/external-cisi-endorsed-cpd-providers">
Externally
recognised
activities
and
events</a>
</li>
</ul>
</div>
</div>
</div>
</li>
</ul>
</li>
<!-- Menu item 5 - Integrity & Ethics -->
<li class="dropdown yamm-fw">
<a href="/cisiweb2/cisi-website/integrity-ethics/promoting-professionalism" class="dropdown-toggle visible-lg-block">Integrity
& ethics</a>
<a href="#" data-toggle="dropdown" class="dropdown-toggle hidden-lg">Integrity
& ethics</a>
<ul class="dropdown-menu">
<li>
<!-- Content container to add padding -->
<div class="yamm-content">
<div class="row">
<div class="col-lg-4 visible-lg-block menuIntro ethics">
<h2> Integrity & ethics </h2> The CISI believes that integrity is a key component of professionalism, defined as the effective combination of knowledge, skills and behaviour. <br>
<br> In each of these areas the CISI has developed products and services where the highest standards of integrity are embedded and regularly tested. <br>
<br>
<a href="/cisiweb2/cisi-website/integrity-ethics/promoting-professionalism" class="btn btn-default" role="button">Find
out
more</a>
</div>
<div class="col-sm-12 col-md-12 col-lg-8 menuSection">
<ul class="col-lg-4 list-unstyled">
<li><span class="sectionTitle">Upholding professional standards</span>
</li>
<li><a href="/cisiweb2/cisi-website/integrity-ethics/promoting-professionalism">Promoting
Professionalism</a>
</li>
<li><a href="/cisiweb2/cisi-website/integrity-ethics/code-of-conduct" target="_blank">
Code
of
Conduct</a>
</li>
<li><a href="/cisiweb2/cisi-website/integrity-ethics/promoting-professionalism/bonus-policy">
Bonus
policy</a>
</li>
<li><a class="tabMenuLink" href="/cisiweb2/cisi-website/integrity-ethics/code-of-conduct#complaints">Complaint
Form
&
Procedure</a>
</li>
<li><a class="tabMenuLink" href="/cisiweb2/cisi-website/integrity-ethics/code-of-conduct#process">Disciplinary
Process</a>
</li>
<li><a class="tabMenuLink" href="/cisiweb2/cisi-website/integrity-ethics/code-of-conduct#findings">Disciplinary
Findings</a>
</li>
</ul>
<ul class="col-lg-4 list-unstyled">
<li><span class="sectionTitle">IntegrityMatters product suite</span>
</li>
<li><a href="/cisiweb2/cisi-website/integrity-ethics/integritymatters-product-suite">
IntegrityMatters</a>
</li>
<li><a href="/cisiweb2/cisi-website/integrity-ethics/integritymatters-product-suite#workshop">
Integrity
at
Work
-
Interactive
Workshop</a>
</li>
<li><a href="/cisiweb2/cisi-website/integrity-ethics/integritymatters-product-suite/speak-up">
Speak
Up</a>
</li>
<li><a href="/cisiweb2/cisi-website/integrity-ethics/integritymatters-product-suite#professionalRefresher">
Professional
Refresher</a>
</li>
<li><a href="/cisiweb2/cisi-website/integrity-ethics/integritymatters-product-suite#debate">Annual
Integrity
Event</a>
</li>
<li><a href="/cisiweb2/cisi-website/integrity-ethics/integritymatters-product-suite#iaw">
Integrity
at
Work
in
Financial
Services
-
publications</a>
</li>
</ul>
<ul class="col-lg-4 list-unstyled">
<li><span class="sectionTitle">Corporate Supporters</span>
</li>
<li><a href="/cisiweb2/cisi-website/integrity-ethics/corporate-supporters">View
our
current
Corporate
Supporters</a>
</li>
<!--<li><span class="sectionTitle subSectionTitle">Investing in Integrity</span></li>
<li><a href="/cisiweb2/cisi-website/integrity-ethics/investing-in-integrity">Our partnership with IBE</a></li>-->
</ul>
</div>
</div>
</div>
</li>
</ul>
</li>
<!-- Menu item 6 - Schools, Colleges & Universities -->
<li class="dropdown yamm-fw">
<a href="/cisiweb2/cisi-website/schools-colleges-universities/get-into-finance" class="dropdown-toggle visible-lg-block">Schools,
colleges &
universities</a>
<a href="#" data-toggle="dropdown" class="dropdown-toggle hidden-lg">Schools,
colleges &
universities</a>
<ul class="dropdown-menu">
<li>
<!-- Content container to add padding -->
<div class="yamm-content">
<div class="row">
<div class="col-lg-4 visible-lg-block menuIntro education">
<h2>Schools, colleges & universities </h2> We partner with Schools, Colleges and Universities to offer qualifications and career education for young people to learn about the financial services profession and gain an
understanding of the diverse job roles and employment opportunities available within the profession. <br>
<br>
<a href="/cisiweb2/cisi-website/schools-colleges-universities/get-into-finance" class="btn btn-default" role="button">Find
out
more</a><a href="/cisiweb2/get-into-finance/get-into-finance" class="btn btn-default" role="button">Get
into
finance</a>
</div>
<div class="col-sm-12 col-md-12 col-lg-8 menuSection">
<ul class="col-lg-4 list-unstyled">
<li><span class="sectionTitle">Schools and Colleges</span>
</li>
<li><a href="/cisiweb2/cisi-website/schools-colleges-universities/schools-colleges">
Why
work
with
the
CISI?</a>
</li>
<li><a href="/cisiweb2/cisi-website/schools-colleges-universities/schools-colleges#sectionA2" target="_top">Level
2
award</a>
</li>
<!--<li><a href="/cisiweb2/cisi-website/schools-colleges-universities/schools-colleges#sectionC"
target="_top">Level 3 diploma</a></li>-->
<li><a href="/cisiweb2/cisi-website/schools-colleges-universities/schools-colleges/apprenticeships">
Apprenticeships</a>
</li>
</ul>
<ul class="col-lg-4 list-unstyled">
<li><span class="sectionTitle">Universities</span>
</li>
<li><a href="/cisiweb2/cisi-website/schools-colleges-universities/universities">Undergraduate</a>
</li>
<li><a href="/cisiweb2/cisi-website/schools-colleges-universities/universities#postgraduate">
Postgraduate</a>
</li>
<li><span class="sectionTitle subSectionTitle">Get Into Finance</span>
</li>
<li><a href="/cisiweb2/get-into-finance/get-into-finance">
Find
out
about
the
different
careers
in
finance</a>
</li>
</ul>
<ul class="col-lg-4 list-unstyled">
<li><span class="sectionTitle">CISI Educational Trust</span>
</li>
<li><a href="/cisiweb2/cisi-website/schools-colleges-universities/educational-trust">
What
is
the
trust?</a>
</li>
<li><a href="/cisiweb2/cisi-website/about-us/press-release/2017/03/02/cisi-educational-trust-awards-totalling-17-500-announced">
Educational
Trust
awards</a>
</li>
<li><a href="/cisiweb2/cisi-news/the-review-article/cisi-awards-2018-19-chartered-wealth-manager-scholarship-of-2-500">
Hoare
Nairne
Scholarship</a>
</li>
</ul>
</div>
</div>
</div>
</li>
</ul>
</li>
<!-- Menu item 7 - About us -->
<li class="dropdown yamm-fw">
<a href="/cisiweb2/cisi-website/about-us" class="dropdown-toggle visible-lg-block">About
us</a>
<a href="#" data-toggle="dropdown" class="dropdown-toggle hidden-lg">About
us</a>
<ul class="dropdown-menu">
<li>
<!-- Content container to add padding -->
<div class="yamm-content">
<div class="row">
<div class="col-lg-5 visible-lg-block menuIntro aboutUs">
<h2> About us </h2> The CISI is the largest and most widely respected professional body for the securities and investment profession in the UK and in a growing number of financial centres globally.<br><br>We promote the
highest standards of professionalism amongst our members and the wider financial services profession and we believe professionalism is a blend of three elements – Knowledge, Skills and Behaviour. <br>
<br>
<a href="/cisiweb2/cisi-website/about-us" class="btn btn-default" role="button">Find
out
more</a>
<br>
<br>
<br>
</div>
<div class="col-sm-12 col-md-12 col-lg-7 menuSection">
<ul class="col-lg-6 list-unstyled">
<li><span class="sectionTitle">About the CISI</span>
</li>
<li><a href="/cisiweb2/cisi-website/about-us">Who
we
are</a>
</li>
<li><a href="/cisiweb2/cisi-website/about-us/where-we-are">Where
we
are</a>
</li>
<li><a href="/cisiweb2/cisi-website/contact-us">Contact
us</a>
</li>
<li><a href="/cisiweb2/cisi-website/about-us/feedback">Feedback
and
complaints</a>
</li>
<li><a href="/cisiweb2/cisi-website/about-us#royalCharter">Royal
Charter</a>
</li>
<li><a href="/cisiweb2/cisi-website/integrity-ethics/corporate-supporters">Corporate
Supporters</a>
</li>
<li><a href="/cisiweb2/cisi-website/about-us/financial-planning-corporate-members">Financial
Planning
Corporate
Supporters</a>
</li>
<li><a href="/cisiweb2/cisi-website/about-us/accredited-financial-planning-firms">Accredited
Financial
Planning
Firms<sup>TM</sup></a>
</li>
<li><a href="/cisiweb2/cisi-website/about-us/cisi-chartered-firm">CISI
Chartered
Firm™</a>
</li>
<li><a href="/cisiweb2/cisi-website/vacancies-at-the-cisi">Work
at
the
CISI</a>
</li>
<li><a href="/cisiweb2/cisi-website/about-us/volunteers">Volunteering
at
the
CISI</a>
</li>
<!--<li><a href="">Vacancies</a></li>-->
</ul>
<ul class="col-lg-6 list-unstyled">
<li><span class="sectionTitle">Media</span>
</li>
<li><a href="/cisiweb2/cisi-website/about-us/press-releases">Press
releases</a>
</li>
<li><span class="sectionTitle subSectionTitle">Corporate governance</span>
</li>
<li><a href="/cisiweb2/cisi-website/about-us#reportAccounts">Report
&
accounts</a>
</li>
<li><a href="/cisiweb2/cisi-website/about-us/cisi-board-of-directors">Board
of
directors</a>
</li>
<li><a href="/cisiweb2/cisi-website/about-us/cisi-committees">CISI
committees</a>
</li>
<li><a href="/cisiweb2/cisi-website/about-us/terms-conditions">Privacy
policy,
Terms
and
Conditions</a>
</li>
<!--<li><a href="https://www.cisi.org/cisiweb2/docs/default-source/cisi-website/governance-manual.pdf?sfvrsn=76c9d262_2">Governance Handbook</a></li>-->
</ul>
</div>
</div>
</div>
</li>
</ul>
</li>
<!-- Menu item 9 - Shop -->
<!--<li class="dropdown yamm-fw newsMenu">
<a href="" class="dropdown-toggle visible-lg-block">Shop</a>
<a href="#" data-toggle="dropdown" class="dropdown-toggle hidden-lg">Shop</a>
</li>-->
<!-- Menu item 9 - Jobs -->
<li class="dropdown yamm-fw">
<a href="/cisiweb2/cisi-website/misc-pages/jobs" class="dropdown-toggle visible-lg-block">Jobs</a>
<a href="/cisiweb2/cisi-website/misc-pages/jobs" class="dropdown-toggle hidden-lg">Jobs</a>
</li>
<!-- Menu item 10 - MyCISI -->
<li class="dropdown yamm-fw mycisiMenu">
<a href="/cisiweb2/mycisi-pages/mycisi" class="dropdown-toggle visible-lg-block">MyCISI</a>
<a href="#" data-toggle="dropdown" class="dropdown-toggle hidden-lg">MyCISI</a>
<ul class="dropdown-menu">
<li>
<!-- Content container to add padding -->
<div class="yamm-content">
<div class="row">
<div class="col-lg-4 visible-lg-block menuIntro mycisi">
<h2>MyCISI </h2> MyCISI is a member-only portal, providing access to a wealth of resources, insight and information. Members can log in and access many of their benefits including CISI publications, Professional Refresher
and CISI TV.<br><br>They can also review events going on in their local area and check and update their Continuing Professional Development (CPD) record. <br>
<br>
<a href="/cisiweb2/mycisi-pages/mycisi" class="btn btn-default" role="button">Visit
MyCISI</a><br><br>
</div>
<div class="col-sm-12 col-md-12 col-lg-8 menuSection">
<ul class="col-lg-4 list-unstyled">
<li><span class="sectionTitle">My Account</span>
</li>
<li class="visible-xs">
<a href="/cisiweb2/mycisi-pages/mycisi">MyCISI
homepage</a>
</li>
<li><a href="/cisiweb2/mycisi-pages/account-details">Account
details</a>
</li>
<li><a href="/cisiweb2/mycisi-pages/account-activity">Account
activity</a>
</li>
<li><a href="/cisiweb2/mycisi-pages/communications">Communication
preferences</a>
</li>
<li><a href="/cisiweb2/mycisi-pages/results-dashboard">Results
preferences</a>
</li>
<li><span class="sectionTitle subSectionTitle">My CPD</span>
</li>
<li><a href="/cisiweb2/en/cpd/my-cpd">Access
your
CPD
record</a>
</li>
<li><a href="/cisiweb2/cpd/completing-your-cpd">Completing
your
CPD</a>
</li>
<li><a href="/cisiweb2/cpd/auditing-your-cpd">Auditing
your
CPD</a>
</li>
<li><a href="/cisiweb2/mycisi-pages/endorsed-cpd">Endorsed
3rd
party
CPD</a>
</li>
</ul>
<ul class="col-lg-4 list-unstyled">
<li><span class="sectionTitle">My Benefits</span>
</li>
<li><a href="/cisiweb2/cisi-website/mycisi-app">Download
the
MyCISI
member
app</a>
</li>
<li><a href="/cisiweb2/mycisi-pages/mycisi-rewards">MyCISI
Rewards
<span class="new menuNew">NEW</span></a>
</li>
<li><a href="/cisiweb2/mycisi-pages/cisi-tv">CISI
TV</a>
</li>
<li><a href="/cisiweb2/cisipr">Professional
Refresher</a>
</li>
<li><a href="/cisiweb2/cisi-news/s-i-review">Members'
online
magazine</a>
</li>
<li><a href="/cisiweb2/en/integrity-matters/">IntegrityMatters</a>
</li>
<li><a href="/cisiweb2/shop/my-events">My
Events</a>
</li>
<li><a href="/cisiweb2/mycisi-pages/member-badges">Membership
badges</a>
</li>
<li><a href="/cisiweb2/mycisi-pages/digital-membership-card">Digital
membership
card</a>
</li>
<li><a href="/cisiweb2/mycisi-pages/smcr">SMCR
Toolkit</a>
</li>
<li><a href="/cisiweb2/startaconversation" target="_blank">Mental
Health
toolkit</a>
</li>
<li><a href="/cisiweb2/cisi-website/cisi-mentoring-scheme">CISI
Mentoring
Scheme
<span class="new menuNew">NEW</span></a>
</li>
</ul>
<ul class="col-lg-4 list-unstyled">
<li><span class="sectionTitle">My Study</span>
</li>
<li><a href="/cisiweb2/cisi-elearning/cisire">Revision
Express</a>
</li>
<li><a href="/cisiweb2/cisi-elearning/cisipan">Professional
Assessments</a>
</li>
<li><a href="/cisiweb2/mycisi-pages/before-your-exam">Before
your
exam</a>
</li>
<li><a href="/cisiweb2/mycisi-pages/on-the-day">On
the
day</a>
</li>
<li><a href="/cisiweb2/mycisi-pages/after-your-exam">After
your
exam</a>
</li>
</ul>
</div>
</div>
</div>
</li>
</ul>
</li>
</ul>
</div>
</div>
</div>
</header>
<section id="mainWrapper" class="mainWrapper" role="main">
<div id="basketPageLoadWrapper">
<div class="waiting">
<div id="basketPageLoadLoader"> </div>
</div>
</div>
<div class="sf_cols container_wrapper cop26Takeover">
<div class="container-fluid sf_colsOut" style="">
<div id="cph_main_cph_main_C066_Col00" class="sf_colsIn">
<div>
<div class="sfContentBlock sf-Long-text">
<div class="row">
<div class="col-sm-4 intro">
<div class="headline">"The scientists have done their job, now it's time for financial services to do ours"</div>
<div class="author">George Littlejohn, Chartered MCSI</div>
<div class="mainTitle"><span class="highlight">a</span> COP<span class="highlight">26</span> special</div>
<div class="introCopy">As the leading body for financial services professionals, you can see our wealth of insightful sustainable and responsible finance learning materials for those working in and interested in financial
services.<br><br><a href="https://www.cisi.org/cisiweb2/cisi-website/responsiblefinance" class="btn btn-default">View our whole offering</a> <a id="closeCop26" class="btn btn-default">Close this overlay</a></div>
</div>
<div class="col-sm-8 content">
<div class="row">
<div class="col-sm-3">
<div class="contentBlock"><strong>Online learning</strong><br>
<div class="contentBody">Our cutting-edge elearning tool, Professional Refresher, is designed to refresh or develop your knowledge on a variety of topics, all achievable during your lunch break or commute.</div>
<div class="contentItems">
<div class="item"><a href="https://www.cisi.org/cisiweb2/en/cisi-elearning/cisipr/GetChapterList/749/"><img src="/cisiweb2/image/cop26/pr1.jpg"><span>Greenwashing</span></a></div>
<div class="item">
<a href="https://www.cisi.org/cisiweb2/en/cisi-elearning/cisipr/GetChapterList/684/"><img src="/cisiweb2/image/cop26/pr2.jpg"><span>Responsible and Sustainable Investment Funds and the Equity Markets</span></a></div>
<div class="item"><a href="https://www.cisi.org/cisiweb2/en/cisi-elearning/cisipr/GetChapterList/523/"><img src="/cisiweb2/image/cop26/pr3.jpg"><span>Environmental, social and governance investing</span></a></div>
</div>
</div>
</div>
<div class="col-sm-3">
<div class="contentBlock"><strong><em>The Review</em></strong>
<br>
<div class="contentBody">Our award-winning members’ magazine, available online and in print, incorporates the latest news, insight and thought leadership affecting your profession.</div>
<div class="contentItems">
<div class="item">
<a href="https://www.cisi.org/cisiweb2/cisi-news/the-review-article/five-innovations-accelerating-responsible-finance"><img src="/cisiweb2/image/cop26/review1.jpg"><span>Five innovations accelerating responsible finance</span></a>
</div>
<div class="item">
<a href="https://www.cisi.org/cisiweb2/cisi-news/the-review-article/impact-measurement-in-private-equity-cutting-through-the-complexity"><img src="/cisiweb2/image/cop26/review2.jpg"><span>Impact measurement in private equity – cutting through the complexity</span></a>
</div>
<div class="item"><a href="https://www.cisi.org/cisiweb2/cisi-news/the-review-article/in-the-news-making-homes-greener"><img src="/cisiweb2/image/cop26/review3.jpg"><span>Making homes greener</span></a></div>
</div>
</div>
</div>
<div class="col-sm-3">
<div class="contentBlock"><strong>CISI TV</strong><br>
<div class="contentBody">Build new skills and shine a spotlight ESG Investing. Watch videos of our most popular events online, anywhere, anytime, on any device.</div>
<div class="contentItems">
<div class="item"><a href="https://www.cisi.org/cisiweb2/mycisi-pages/cisi-tv?eventid=86851658"><img src="/cisiweb2/image/cop26/cisitv1.jpg"><span>Investing in the future: enabling decarbonisation</span></a></div>
<div class="item"><a href="https://www.cisi.org/cisiweb2/mycisi-pages/cisi-tv?eventid=86850765"><img src="/cisiweb2/image/cop26/cisitv2.jpg"><span>Demystifying impact investing: Most common myths discussed</span></a></div>
<div class="item"><a href="https://www.cisi.org/cisiweb2/mycisi-pages/cisi-tv?eventid=86851808"><img src="/cisiweb2/image/cop26/cisitv3.jpg"><span>What does impact investing mean for you and your clients</span></a></div>
</div>
</div>
</div>
<div class="col-sm-3">
<div class="contentBlock"><strong>Qualifications & Assessments</strong><br>
<div class="contentBody">Essential learning on all things relating to sustainable and responsible investment with our short online course or enhance your credibility with these global qualifications.</div>
<div class="contentItems">
<div class="item">
<a href="https://www.cisi.org/cisiweb2/cisi-website/study-with-us/professional-assessments/sustainable-and-responsible-investment-professional-assessment"><img src="/cisiweb2/image/cop26/qual1.jpg"><span>Sustainable and Responsible Investment - Professional Assessment</span></a>
</div>
<div class="item">
<a href="https://www.cisi.org/cisiweb2/cisi-website/study-with-us/certificate-in-green-finance"><img src="/cisiweb2/image/cop26/qual2.jpg"><span>Green and Sustainable Finance Certificate - Level 4 exam</span></a></div>
<div class="item"><a href="https://www.cisi.org/cisiweb2/cisi-website/study-with-us/certificate-in-climate-risk"><img src="/cisiweb2/image/cop26/qual3.jpg"><span>Climate Risk Certificate - Level 5 exam</span></a></div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<div>
<div class="sfContentBlock sf-Long-text"><video id="adventVideo1920" class="adventVideo" muted="" data-autoplay="" playsinline="" loop="" style="display:none;">
<source id="" type="video/mp4" src="https://www.cisi.org/cisiweb2/image/advent22/1920.mp4">
</video>
<video id="adventVideo1366" class="adventVideo" muted="" data-autoplay="" playsinline="" loop="" style="display:none;">
<source id="" type="video/mp4" src="https://www.cisi.org/cisiweb2/image/advent22/1366.mp4">
</video>
<video id="adventVideo1024" class="adventVideo" muted="" data-autoplay="" playsinline="" loop="" style="display:none;">
<source id="" type="video/mp4" src="https://www.cisi.org/cisiweb2/image/advent22/1024.mp4">
</video>
<video id="adventVideoMobile" class="adventVideo" muted="" data-autoplay="" playsinline="" loop="" style="display:none;">
<source id="" type="video/mp4" src="https://www.cisi.org/cisiweb2/image/advent22/mobileweek3.mp4">
</video>
<div class="videoClose" style="display:none;"><button class="btn btn-primary"><span class="fas fa-times"></span></button></div>
<div class="floatBanner" style="display:none;"><img src="/cisiweb2/image/advent22/xmasplaque.png"></div>
<div class="enter" style="display:none;"><button class="btn btn-primary">Enter this week’s challenge</button></div>
</div>
</div>
<div>
<div class="sfContentBlock sf-Long-text">
<div class="sliderContainer">
<div class="bx-wrapper" style="max-width: 100%;">
<div class="bx-viewport" aria-live="polite" style="width: 100%; overflow: hidden; position: relative; height: 600px;">
<ul class="bxslider" style="width: 10215%; position: relative; transition-duration: 0s; transform: translate3d(-1640px, 0px, 0px);">
<li style="float: left; list-style: none; position: relative; width: 1600px;" class="bx-clone" aria-hidden="true">
<div class="welcome uk">
<div class="container">
<div>
<h1>Welcome to the CISI</h1>
<h5>The Professional Body of Choice for the Financial Services Profession</h5>
<p>The Chartered Institute for Securities & Investment is the leading professional body for securities, investment, wealth and financial planning professionals. Dedicated to professionalism since it emerged from the
London Stock exchange in 1992, its purpose is to champion lifelong learning and integrity, raising individual standards of knowledge, skills and behaviour globally to enhance public trust and confidence in financial
services.</p>
</div>
</div>
</div>
</li>
<li style="float: left; list-style: none; position: relative; width: 1600px;" aria-hidden="false">
<div class="resultsDay">
<div class="container">
<div>
<h1>Congratulations</h1>
<h5>The CISI congratulates the Spring 2023 achievers of our higher level narrative examinations</h5>
<a href="/cisiweb2/docs/default-source/cisi-website/qualifications/award-winners-may23.pdf?sfvrsn=47ef980a_2" class="btn btn-default" target="_blank">Read the full listing</a>
</div>
</div>
</div>
</li><!-- paraplanner 23 tile -->
<!-- <li>
<div class="pp23">
<div class="filmStripWrapper">
<div class="sfContentBlock sf-Long-text">
<div class="filmstrip">
<h1><span class="highlight">FLASH SALE SAVE 25%</span> Book your tickets now to join us at the movies for the lowest price</h1>
</div>
</div>
</div>
<div class="content">
<div class="mainContainer">
<h1>Join us at the movies this May for a conference starring ESG, writing skills, IHT bills and more.
</h1><a class="btn btn-primary" href="/cisiweb2/the-paraplanner-conference-2023" data-sf-ec-immutable="">Book your
conference
ticket</a>
</div>
<div class="logoContainer"><img src="/cisiweb2/image/events/pp23/pp23Lg.png" data-sf-ec-immutable=""/></div>
</div>
</div>
</li>-->
<!-- financialPlanningEvent -->
<li aria-hidden="true" style="float: left; list-style: none; position: relative; width: 1600px;">
<div class="fpAward23">
<div class="filter">
<div class="container">
<div class="content">
<div class="row">
<div class="col-md-4">
<div class="awardsLogo"><img src="/cisiweb2/image/awards23/fpAward23.png" alt=""></div>
</div>
<div class="col-md-8">
<h1>Enter The CISI Financial Planning Awards 2023!</h1>
<p>Let’s celebrate the best in UK financial planning, view the awards and their deadline entry dates by clicking below</p>
<div class="btnContainer"><a href="/cisiweb2/cisi-website/networking-events/conferences/financial-planning-awards-2023" class="btn btn-primary">Apply
now</a>
<a href="/cisiweb2/cisi-website/networking-events/conferences/financial-planning-awards-2023" class="btn btn-primary">Nominate
a ‘good egg’</a>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</li>
<li aria-hidden="true" style="float: left; list-style: none; position: relative; width: 1600px;">
<div class="boxSet">
<div class="filter">
<div class="container">
<div class="banner_header">
<h1>The Paraplanner Box Set</h1>
<p>The online webinar series for paraplanning expertise</p>
</div>
<div class="banner_footer">
<p>This online webinar series features key topics including ESG investing, cashflow modelling, writing skills, Consumer Duty, benefits of mentoring and more.</p>
<div class="boxSetBtnContainer"><a href="/cisiweb2/paraplannerboxset?members=yes" class="btn btn-primary">CISI members book
for free</a>
<a href="/cisiweb2/paraplannerboxset?nonmembers=yes" class="btn btn-primary">Non-members
purchase an access pass</a>
<a href="/cisiweb2/paraplannerboxset?lineup=yes" class="btn btn-primary">View the full line
up</a>
</div>
</div>
</div>
</div>
</div>
</li>
<li aria-hidden="true" style="float: left; list-style: none; position: relative; width: 1600px;">
<div class="financialPlanningEvent">
<div class="filter">
<div class="container">
<div class="content">
<div class="heroBanner">
<div class="squiggle">
<h2>#financialplanning23</h2>
</div>
<div class="row">
<div class="col-sm-3"><img src="/cisiweb2/image/FPC23/fpc23.png" alt="" data-sf-ec-immutable=""></div>
<div class="col-sm-7">
<h1>Join us for our flagship financial planning event</h1>
<div class="detailsBlock">
<h2>Where: <span>Wotton House, Surrey RH5 6HS </span></h2>
<h2>When: <span>3-4 October</span></h2><a href="/cisiweb2/cisi-website/networking-events/conferences/the-financial-planning-conference-2023" class="btn btn-primary">Book
your place now</a>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</li><!-- fintech future -->
<li aria-hidden="true" style="float: left; list-style: none; position: relative; width: 1600px;">
<div class="fintechFuture"><video id="fintechfutureVideo" autoplay="true" muted="muted" class="matchVideo2" style="height:686px;" loop="">
<source type="video/mp4" src="/cisiweb2/image/fintech/fintechV2.mp4">
</video>
<div class="container">
<div class="content">
<h1 data-text="The Fintech Future">Navigating the world of Fintech</h1>
<div class="contentSub">
<h3 style="font-family:Century Gothic;">Fintech has transformed the financial landscape in recent years, dramatically changing the way consumers access and use services and products. The breadth of fintech solutions only
continues to grow. </h3><a href="/cisiweb2/cisi-website/cpd/fintech-future" class="btn btn-primary">Find out what we offer</a>
</div>
</div>
</div>
</div>
</li><!-- Advent -->
<!--<li>
<div class="advent22">
<div class="container">
<div class="content">
<h1>CISI Advent Calendar 2022</h1>
<p>Join in the festivities this week for a chance to win a £100 Amazon voucher and a £300 donation will be made to Roald Dahl’s Marvellous Children’s Charity.</p><a class="btn btn-primary" href="/cisiweb2/advent-and-diwali-campaigns/advent-2022/puzzle-game"
target="_blank" data-sf-ec-immutable="">Enter this weeks competition</a>
</div>
</div>
</div>
</li>-->
<!-- Joining CISI -->
<li aria-hidden="true" style="float: left; list-style: none; position: relative; width: 1600px;">
<div class="joiningCISI">
<div class="container">
<div class="content">
<h1>Thinking of joining the CISI as a member?</h1>
<p>We have a first-class CPD programme, automatic CPD logging, quick CPD importing tools, and more</p><a href="/cisiweb2/cisi-website/join-us/membership?joincisi=1" class="btn btn-primary">Apply today</a>
<a class="btn btn-primary" data-toggle="modal" data-target="#joinCISI" data-sf-ec-immutable="">Not sure? Find out more</a>
</div>
</div>
</div>
</li><!-- CISI Mentoring Scheme -->
<!-- <li>
<div class="mentoringScheme">
<div class="container">
<div class="content">
<h1>New mentoring platform for all CISI Members</h1>
<p>Join today and learn from, or support, other members in our professional community</p><a class="btn btn-primary" href="/cisiweb2/cisi-website/cisi-mentoring-scheme" target="_blank" data-sf-ec-immutable="">Find out more</a>
</div>
</div>
</div>
</li>-->
<!--############################### Results ################################# -->
<!-- Global Wealth Summit -->
<!-- <li style="float:left;list-style:outside none none;position:relative;width:1263px;">
<div class="globalWealth"><video id="globalWealthVideo" autoplay="true" muted="muted" loop="" class="matchVideo2" style="height:686px;"><source type="video/mp4" src="/cisiweb2/image/events/wealthsummitbg3.mp4"></source></video>
<div class="container">
<div class="content">
<div class="globalWealthLogo"><img src="/cisiweb2/image/events/gws22africadate.png" data-sf-ec-immutable=""/><img src="/cisiweb2/image/events/gws22londondate.png" data-sf-ec-immutable=""/><img src="/cisiweb2/image/events/gws22middleeastdate.png" data-sf-ec-immutable=""/><img src="/cisiweb2/image/events/gws22chinadate.png" data-sf-ec-immutable=""/></div>
<div
class="logoMobile" style="display:none;"><img src="/cisiweb2/image/events/wealthsummitlockup22.png" data-sf-ec-immutable=""/></div>
<h1>CISI Global Wealth Summit 2022</h1>
<div class="globalWealthButton"><a class="btn btn-primary" href="https://www.cisi.org/cisiweb2/cisi-website/networking-events/conferences/conf-archive/the-global-wealth-summit-2022" target="_blank" data-sf-ec-immutable="">Find out more</a>
</div>
</div>
</div>
</div>
</li>-->
<!-- fp awards -->
<!-- <li>
<div class="fpawards">
<div class="container">
<div class="content">
<div class="contentDiv">
<div class="contLeft">
<div class="rowLogo"><img src="/cisiweb2/image/homepage/fpconf22lockupwhit.png" data-sf-ec-immutable=""/><h2>6 OCTOBER 2022 <br />St GEORGE'S HALL, LIVERPOOL</h2><img
src="/cisiweb2/image/homepage/FPAWARDS22.png" class="imgLg"
style="display:none;" data-sf-ec-immutable=""/></div>
<div class="para">
<p>Join the UK's top financial planners at The Financial Planning Gala Awards Dinner
to celebrate your profession and this year's outstanding achievements.</p>
<div class="fpButton"><a class="btn btn-primary"
href="https://www.cisi.org/cisiweb2/cisi-website/schools-colleges-universities/networking-events/conferences/the-financial-planning-conference-2022"
target="_blank" data-sf-ec-immutable="">Book your place now</a>
</div>
</div>
</div>
<div class="contRight"><img src="/cisiweb2/image/homepage/FPAWARDS22.png" data-sf-ec-immutable=""/></div>
</div>
</div>
</div>
</div>
</li> -->
<!-- FP conference -->
<!-- <li>
<div class="fpconfTiles">
<div class="container">
<div class="content">
<div class="mobileScreen"><img src="/cisiweb2/image/homepage/fpconf22-lockup.png" class="iconFp"
alt="" data-sf-ec-immutable=""/><p>World class experts at a first class event. Join us for the most productive CPD
you’ll log this year.</p>
<p>6 October - Liverpool</p>
<div class="row spk">
<h1>New speakers just announced</h1>
<div class="colMobile"><em class="fas fa-user-alt"></em>Steven Martin CFP<sup>TM</sup>
<span>Chartered MCSI</span>
</div>
<div class="colMobile"><em class="fas fa-user-alt"></em>Abraham Okunsanya
CFP<sup>TM</sup>
<span>Chartered MCSI</span>
</div>
<div class="colMobile"><em class="fas fa-user-alt"></em>Rebecca Aldridge
CFP<sup>TM</sup>
<span>MCSI</span>
</div>
<div class="colMobile"><em class="fas fa-user-alt"></em>Roderic Rennison
CFP<sup>TM</sup>
<span>Chartered MCSI</span>
</div>
</div><a class="btn btn-booking"
href="/cisiweb2/cisi-website/networking-events/conferences/the-financial-planning-conference-2022?booknow=true"
target="_blank" data-sf-ec-immutable="">Book now</a>
</div>
<div class="row largeScreen">
<div class="col leftBlock">
<div class="topBlock">
<div class="welcomeTxt">
<h1>New speakers just announced</h1>
</div>
</div>
<div class="bottomBlock"><img src="/cisiweb2/image/homepage/fcspeakers.png" alt="" data-sf-ec-immutable=""/></div>
</div>
<div class="col rightBlock"><img src="/cisiweb2/image/homepage/fpconf22-lockup.png"
alt="" data-sf-ec-immutable=""/><p>World class experts at a first class event. Join us for the most productive CPD
you’ll log this year.</p>
<p>6 October - Liverpool</p><a class="btn btn-booking"
href="/cisiweb2/cisi-website/networking-events/conferences/the-financial-planning-conference-2022?booknow=true"
target="_blank" data-sf-ec-immutable="">Book your place now</a>
</div>
</div>
</div>
</div>
</div>
</li>-->
<!-- change fp event -->
<!-- <li>
<div class="changeFPEvent">
<div class="container">
<div class="content"><img src="/cisiweb2/image/homepage/change.png" alt="" data-sf-ec-immutable=""/><h1>A first of its kind <span class="yellowTxt">financial planning</span> event</h1>
<div class="row">
<div class="col-md-4">
<div class="logo"><span class="fas fa-calendar-alt"></span></div>
<p>5 October 2022</p>
</div>
<div class="col-md-4">
<div class="logo"><span class="fas fa-map-marker-alt"></span></div>
<p>Camp and Furnace, Liverpool</p>
</div>
<div class="col-md-4">
<div class="logo"><img src="/cisiweb2/image/homepage/nextgen.png" alt="" data-sf-ec-immutable=""/></div>
<p>Hosted together with</p>
</div>
</div><a class="btn btn-primary" href="https://www.changefest.co.uk/" target="_blank" data-sf-ec-immutable="">Find out
more</a>
</div>
</div>
</div>
</li> -->
<!--############################### Results ################################# -->
<!--<li>
<div class="resultsDay">
<div class="container">
<div>
<h1>Congratulations</h1>
<h5>The CISI congratulates the Spring 2022 achievers of our higher level narrative examinations</h5><a href="/cisiweb2/docs/default-source/cisi-website/qualifications/award-winners-may22.pdf" target="_blank" class="btn btn-default" data-sf-ec-immutable="">Read the full listing</a> </div>
</div>
</div>
</li>-->
<!-- 30th Anniversary Dinner New -->
<!-- <li>
<div class="anniversaryDinnerNew">
<div class="container">
<div class="content"><img src="/cisiweb2/image/events/30dinner/30_logo.png" data-sf-ec-immutable=""/><h1>30th Anniversary Dinner at The Guildhall, London</h1>
<h3>Thursday 5 May 2022, Guildhall, London</h3><a class="btn btn-primary" href="https://www.cisi.org/cisiweb2/cisi-website/networking-events/gala-events/cisi-30th-anniversary-dinner" data-sf-ec-immutable="">Book
your place now</a>
</div>
</div>
</div>
</li>-->
<!-- Professional Refresher -->
<!-- <li>
<div class="professionalRefresher">
<div class="container">
<div class="content">
<h1>Professional Refresher</h1>
<p><span class="colorText">Enhance the knowledge you have gained from attending CPD events using
our elearning tool.</span> Popular modules include:</p>
<div class="mobileText"><a href="/cisiweb2/en/cisi-elearning/cisipr/GetChapterList/749/" data-sf-ec-immutable=""><em class="fas fa-clipboard-list">Greenwashing</em></a>
<a href="/cisiweb2/en/cisi-elearning/cisipr/GetChapterList/24/" data-sf-ec-immutable=""><em class="fas fa-clipboard-list">Anti-Money laundering</em></a>
<a href="/cisiweb2/en/cisi-elearning/cisipr/GetChapterList/782/" data-sf-ec-immutable=""><em class="fas fa-clipboard-list">Social and Emotional Intelligence</em></a>
</div>
<div class="modules">
<div class="col-sm-4">
<a href="/cisiweb2/en/cisi-elearning/cisipr/GetChapterList/749/">
<div class="moduleImage"><img src="/cisiweb2/image/cisipr/dashboard/749.jpg" alt="Module1" data-sf-ec-immutable=""/></div>
<div class="moduleTitle">
<p>Greenwashing</p>
</div>
</a>
</div>
<div class="col-sm-4">
<a href="/cisiweb2/en/cisi-elearning/cisipr/GetChapterList/24/">
<div class="moduleImage"><img src="/cisiweb2/image/cisipr/dashboard/24.jpg" alt="Module2" data-sf-ec-immutable=""/></div>
<div class="moduleTitle">
<p>Anti-Money laundering</p>
</div>
</a>
</div>
<div class="col-sm-4">
<a href="/cisiweb2/en/cisi-elearning/cisipr/GetChapterList/782/">
<div class="moduleImage"><img src="/cisiweb2/image/cisipr/dashboard/782.jpg" alt="Module3" data-sf-ec-immutable=""/></div>
<div class="moduleTitle">
<p>Social and Emotional Intelligence</p>
</div>
</a>
</div>
</div>
<div class="prButtons"><a class="btn btn-primary" href="/cisiweb2/cisi-website/study-with-us/getting-started/professional-refresher" data-sf-ec-immutable="">Find
out more</a>
<a class="btn btn-primary" href="/cisiweb2/cisipr" data-sf-ec-immutable="">Members login here</a>
</div>
</div>
</div>
</div>
</li>-->
<!-- member badge -->
<li aria-hidden="true" style="float: left; list-style: none; position: relative; width: 1600px;">
<div class="memberBadge">
<div class="container">
<div class="content">
<h1>Show your credentials!</h1>
<p>Display your achievements as a CISI member and differentiate yourself from your peers</p>
<a href="/cisiweb2/mycisi-pages/member-badges" class="btn btn-primary"><em class="fas fa-cloud-download-alt"></em>Download your member badge</a>
</div>
</div>
</div>
</li><!-- The Financial Planning Conference 2022 -->
<!-- <li>
<div class="financialPlanningConference"><video id="financialPlanningConferenceVideo" autoplay="true" muted="muted" class="matchVideo2 hidden-sm" loop="" style="height:686px;"><source type="video/mp4" src="https://www.cisi.org/cisiweb2/image/FPC22/fpc22_tile.mp4"></source></video>
<div class="container">
<div class="content">
<h1>The Financial Planning<br />Conference 2022</h1>
<h2>6 October - Liverpool</h2>
<h2>Early bird pricing now available </h2><a class="btn btn-primary" href="https://www.cisi.org/cisiweb2/cisi-website/networking-events/conferences/the-financial-planning-conference-2022" target="_blank" data-sf-ec-immutable="">Book your place now</a>
</div>
</div>
</div>
</li> -->
<!-- The Practice of Financial Planning -->
<li aria-hidden="true" style="float: left; list-style: none; position: relative; width: 1600px;">
<div class="financialPlanning"><video id="financialPlanningVideo" autoplay="true" muted="muted" playsinline="" class="matchVideo2" loop="" style="height:686px;">
<source type="video/mp4" src="https://www.cisi.org/cisiweb2/image/qualifications/fppa2.mp4">
</video>
<div class="container">
<div class="content"><img alt="" src="/cisiweb2/image/pa/profassess.jpg" data-sf-ec-immutable="">
<h1>The Practice of Financial Planning</h1>
<h4>Route to CERTIFIED FINANCIAL PLANNER™ certification <br>for CII Chartered Financial Planners </h4>
<p>Our new pathway has been specifically designed to offer holders of the CII Advanced Diploma in Financial Planning and CII Chartered Financial Planners a streamlined route to becoming a CERTIFIED FINANCIAL PLANNER™
professional, without the constraints of a formal examination.</p><a href="/cisiweb2/cisi-website/study-with-us/professional-assessments/financial-planning-practice" class="btn btn-primary">Find
out more</a>
</div>
</div>
</div>
</li><!-- Paraplanner Conference 2022 -->
<!-- <li>
<div class="paraplannerConference"><video id="paraplannerConferenceVideo" autoplay="true" muted="muted" class="matchVideo2" playsinline="" loop="" style="height:686px;"><source type="video/mp4" src="https://www.cisi.org/cisiweb2/image/events/pp22/PP22.mp4"></source></video>
<div class="container">
<div class="content"><img src="/cisiweb2/image/events/pp22/smalllogo.png" alt="griff" data-sf-ec-immutable=""/><br />
<p class="date">18-19 May 2022</p>
<p class="disc">Join us for our super-accessible, dynamic, online conference this May for seven hours of CPD! 98% of past delegates recommend this event, book now to secure your place.</p>
<div class="bookingButtons"><a class="nes-btn" href="https://www.cisi.org/cisiweb2/pp22" data-sf-ec-immutable="">Find out more</a>
<a class="nes-btn is-primary" href="#" id="bookPP" data-sf-ec-immutable="">Free member ticket - Add to basket</a>
</div>
</div>
</div>
</div>
</li> -->
<!-- Corporate Cyber Security -->
<li aria-hidden="true" style="float: left; list-style: none; position: relative; width: 1600px;">
<div class="corporateCyber"><video id="corporateCyberVideo" autoplay="true" playsinline="" muted="muted" class="matchVideo2" loop="" style="height:686px;">
<source type="video/mp4" src="https://www.cisi.org/cisiweb2/image/qualifications/ccspa.mp4">
</video>
<div class="container">
<div class="content"><img alt="" src="/cisiweb2/image/pa/profassess.jpg" data-sf-ec-immutable="">
<h1>Corporate Cyber Security </h1>
<p>Cyber attacks broke all records in terms of the numbers of cases reported in the last 12 months. It is estimated that a business is successfully hacked every 19 seconds and some risk analysts estimate that $2.9m is lost
to cybercrime every minute globally. Understanding the risks and protecting your organisation from these threats is now essential for financial services practitioners. </p><a href="/cisiweb2/cisi-website/study-with-us/professional-assessments/corporate-cyber-security-professional-assessment" class="btn btn-primary">Learn
more</a>
</div>
</div>
</div>
</li><!-- christmas Advent -->
<!-- <li>
<div class="christmasAdvent">
<video id="christmasAdventVideo" autoplay="true" muted="muted" class="matchVideo2" style="height: 686px;">
<source type="video/mp4" src="https://www.cisi.org/cisiweb2/image/advent21/adventbg.mp4">
</video>
<div class="container">
<div class="content">
<h1>CISI Advent Calendar 2021</h1>
<a class="btn btn-primary" href="https://www.cisi.org/cisiweb2/advent-and-diwali-campaigns/cisi-advent-calendar-2021/cisi-advent-calendar-2021" data-sf-ec-immutable="">Enter for a chance to win & vote for the charity we will donate to</a>
</div>
</div>
</div>
</li>-->
<!--
<li style="float:left;list-style:none;position:relative;width:1880px;">
<div class="BridgingVulnerability ">
<div class="BridgingFiltterBG">
<div class="container">
<div class="content">
<h1>Bridging the vulnerability gap</h1>
<p>Read our special report on how the financial services sector is supporting customers in vulnerable circumstances.
</p><a class="btn btn-primary" href="https://www.cisi.org/cisiweb2/cisi-news/the-review-article/bridging-the-vulnerability-gap" data-sf-ec-immutable="">Read
the report</a>
</div>
</div>
</div>
</div>
</li>-->
<!-- Global Wealth Summit -->
<!--<li style="float: left; list-style: outside none none; position: relative; width: 1263px;">
<div class="globalWealth">
<video id="globalWealthVideo" autoplay="true" muted="muted" loop="" class="matchVideo2" style="height: 686px;">
<source type="video/mp4" src="/cisiweb2/image/events/wealthsummitbg3.mp4">
</video>
<div class="container">
<div class="content">
<div class="globalWealthLogo">
<img src="/cisiweb2/image/events/wealthsummitlockup.png" data-sf-ec-immutable=""></div>
<div class="globalWealthButton">
<a class="btn btn-primary" href="https://www.cisi.org/cisiweb2/cisi-website/networking-events/conferences/the-global-wealth-summit-2021" data-sf-ec-immutable="">Find out more</a>
</div>
</div>
</div>
<div class="confDetailBlock">
<div class="detailItem"><span class="fas fa-globe-africa"></span>Africa - 16 November 2021</div>
<div class="detailItem"><span class="fas fa-globe-asia"></span>China - 18 November 2021</div>
<div class="detailItem"><span class="fas fa-globe-europe"></span>UK - 23 November 2021</div>
</div>
</div>
</li>-->
<!--############################### Results ################################# -->
<!-- <li>
<div class="resultsDay">
<div class="container">
<div>
<h1>Congratulations</h1>
<h5>The CISI congratulates the Summer 2021 achievers of our higher level narrative examinations</h5>
<a href="https://www.cisi.org/cisiweb2/docs/default-source/cisi-website/qualifications/award-winners-nov21.pdf?sfvrsn=6460537a_2" target="_blank" class="btn btn-default" data-sf-ec-immutable="">Read the full listing</a> </div>
</div>
</div>
</li>-->
<!-- cop26 -->
<!--
<li style="float: left; list-style: none; position: relative; width: 1903px" aria-hidden="false">
<div class="cop26">
<div class="container">
<div class="content">
<div class="headline">
"The scientists have done their job, now it's time for financial
services to do ours"
</div>
<div class="author">George Littlejohn, Chartered MCSI</div>
<div class="row">
<div class="col-sm-6">
<div class="mainTitle">
<span class="highlight">a</span> COP<span class="highlight">26</span>
special
</div>
</div>
<div class="col-sm-6">
<div class="introCopy">
<p>As the leading body for financial services professionals, you can see
our wealth of insightful sustainable and responsible finance learning
materials for those working in and interested in financial services.</p>
</div>
</div>
</div>
<div class="cop26Button">
<a href="https://www.cisi.org/cisiweb2/cisi-website/responsiblefinance" class="btn btn-default" data-sf-ec-immutable="">View
our whole offering</a>
</div>
</div>
</div>
</div>
</li>
-->
<!--- ------------------------------Fpweek------------------------------------------------------->
<!--
<li>
<div class="AskAPlanner">
<div class="FilterBG">
<div class="container">
<div class="content">
<div class="introText">
<img src="/cisiweb2/image/fp/fp-week-logo-21-white.png" class="fpwLogo" alt="" data-sf-ec-immutable=""><h1>Achieve your life goals and <span class="chunk">dreams</span> with financial
planning</h1>
<h2>Book a free financial planning session as part of our UK Financial Planning Week,
11-17 October 2021</h2><br>
<a class="btn btn-primary askBtn1" href="https://www.cisi.org/cisiweb2/fp-week/financial-planning-week-2021/find-a-planner" data-sf-ec-immutable="">Book
a free one-hour session</a>
<a class="btn btn-primary askBtn2" href="https://www.cisi.org/cisiweb2/fp-week/financial-planning-week-2021/find-a-planner" data-sf-ec-immutable="">Browse
through tips and guides</a>
</div>
</div>
</div>
</div>
</div>
</li> -->
<!--- ------------------------------App Banner------------------------------------------------------->
<!-- <li>
<div class="appBanner">
<div class="FilterBG">
<div class="container">
<div class="content">
<div class="introText" style="display: block;">
<h1>Your new MyCISI
Member App</h1>
<h2>Carry your knowledge around
with you more easily</h2><br>
<a class="btn btn-primary findOut" href="https://www.cisi.org/cisiweb2/cisi-website/mycisi-app" data-sf-ec-immutable="">Find out more</a>
<br>
<div class="storeContainer">
<a href="https://play.google.com/store/apps/details?id=com.cisi.app" target="_blank" data-sf-ec-immutable=""><img src="/cisiweb2/image/appPage/play.png" class="playStore" alt="" data-sf-ec-immutable=""></a>
<a href="https://apps.apple.com/us/app/mycisi/id1478703323#?platform=iphone" target="_blank" data-sf-ec-immutable=""><img src="/cisiweb2/image/appPage/apple.png" class="appStore" alt="" data-sf-ec-immutable=""></a>
</div>
</div>
</div>
</div>
</div>
</div>
</li>-->
<!--############################### Integrity Event ################################# -->
<!--<li>
<div class="IntegrityEvent">
<div class="container">
<div class="videoContainer col-sm-7">
<video id="myVideo2" autoplay="true" muted="muted" class="matchVideo2" loop="" style="height: 686px;">
<source type="video/mp4" src="https://www.cisi.org/cisiweb2/image/integritymatters/integrity.mp4">
</video>
</div>
<div class="content col-sm-5">
<h3 class="head1">Annual Integrity Event 2021</h3>
<h2 class="head2">Sustainable Integrity</h2>
<h3 class="head3">Tuesday 19 October | 13:00 - 14:15 (BST)</h3>
<br>
<p>Our prestigious Annual Integrity Event returns once again to see well-known figures fiercely
discuss the most relevant and topical dilemmas applicable in today’s modern and
ever-changing world.
<br>
<br>
We are excited to deliver an even more engaging and highly interactive experience to you
online.
</p>
<a class="btn btn-primary" href="https://www.cisi.org/cisiweb2/shop/event-details?eventid=86852180" data-sf-ec-immutable="">Register for the
live webcast</a>
</div>
</div>
</div>
</li>
-->
<!--<li>
<div class="ppc21">
<div class="container">
<div class="content">
<h1>LAST FREE MEMBER SPACES</h1>
<h2>Don't miss out! Bookings close 18 May</h2>
<h3>We invite paraplanners to be inspired at the conference as we combine the perfect mix of technical, soft skill, and career progression sessions, with a total of 6.5 CPD hours.</h3>
<a class="btn btn-primary" href="https://www.cisi.org/cisiweb2/cisi-website/networking-events/conferences/paraplanner-conference-2021?utm_source=website&utm_medium=homepagebanner&utm_campaign=Paraplanner%20conference%202021" data-sf-ec-immutable="">Free member ticket</a> <a class="btn btn-primary yellowButton" href="https://www.cisi.org/cisiweb2/cisi-website/about-us/press-release/2021/03/09/cisi-announces-paraplanner-conference-2021" target="_blank" data-sf-ec-immutable="">Find out more</a>
</div>
</div>
</div>
</li>-->
<!--##########################Virtual Annual Report############################ -->
<!--
<li>
<div class="varBanner"><video id="myVideo2" autoplay="true" muted="muted" class="matchVideo2" loop="" style="height:686px;"><source type="video/mp4" src="https://www.cisi.org/cisiweb2/image/aboutus/var.mp4"></source></video>
<div class="filterBG">
<div class="container">
<div class="content">
<h1>Virtual Annual Report 2020-2021</h1>
<h2>New for this year's annual report, you can now take a walk through a virtual experience to hear about our achievements during unprecedented times.</h2><a class="btn btn-primary" href="https://www.cisi.org/cisiweb2/var2021" data-sf-ec-immutable="">Immerse yourself in the virtual gallery</a>
</div>
</div>
</div>
</div>
</li>-->
<!--############################################################################ -->
<!--Financial conf - 2021--------------------------->
<!-- <li>
<div class="finBanner">
<div class="finFilterBG">
<div class="container">
<div class="content">
<img alt="" class="fpLogo2" src="/cisiweb2/image/events/fpac21/fpLogo2.png" data-sf-ec-immutable=""><div class="confStats">
<span class="fas fa-calendar-alt"></span>
<h2>5-6 October 2021</h2>
<span class="fas fa-map-marked-alt"></span>
<h2>Red bull racing<br>
Milton Keynes</h2>
</div>
<br>
<h1 class="conTitle">
Get in the mindset of winning at the home of champions!
</h1>
<h3>
Discuss, debate, and deliberate topical matters with the best financial planners</h3>
<a class="btn btn-primary" href="https://www.cisi.org/cisiweb2/cisi-website/networking-events/conferences/financial-planning-annual-conference-2021/" data-sf-ec-immutable="">Book
now</a>
<a class="btn btn-primary" href="https://www.cisi.org/cisiweb2/cisi-website/networking-events/conferences/financial-planning-annual-conference-2021/Agenda-financial-planning-conference/" data-sf-ec-immutable="">View
Programme</a>
</div>
</div>
</div>
</div>
</li>-->
<!----------------------------------------------->
<!--
<li>
<div class="climateRisk">
<div class="container">
<div>
<h1>Climate Risk Certificate</h1>
<h5>The first joint qualification from the Chartered Body Alliance</h5>
<p>Designed to help finance and risk professionals globally in identifying and managing climate-related risks, to support the transition to a low-carbon world.</p><a href="https://www.cisi.org/cisiweb2/cisi-website/study-with-us/certificate-in-climate-risk"
class="btn btn-default" data-sf-ec-immutable="">Register now</a> </div>
</div>
</div>
</li>-->
<!--
<li>
<div class="resultsDay">
<div class="container">
<div>
<h1>Congratulations</h1>
<h5>The CISI congratulates the spring 2021 achievers of our higher level narrative examinations</h5>
<a href="https://www.cisi.org/cisiweb2/docs/default-source/cisi-website/award-winners-apr21.pdf?sfvrsn=516dbefd_2" target="_blank" class="btn btn-default" data-sf-ec-immutable="">Read the full listing</a> </div>
</div>
</div>
</li>-->
<!--############################################################################ -->
<li style="float: left; list-style: none; position: relative; width: 1600px;" aria-hidden="true">
<div class="welcome uk">
<div class="container">
<div>
<h1>Welcome to the CISI</h1>
<h5>The Professional Body of Choice for the Financial Services Profession</h5>
<p>The Chartered Institute for Securities & Investment is the leading professional body for securities, investment, wealth and financial planning professionals. Dedicated to professionalism since it emerged from the
London Stock exchange in 1992, its purpose is to champion lifelong learning and integrity, raising individual standards of knowledge, skills and behaviour globally to enhance public trust and confidence in financial
services.</p>
</div>
</div>
</div>
</li><!--##########################Sustainaable############################ -->
<!-- <li>
<div class="sriBanner">
<video id="myVideo2" autoplay="true" muted="muted" class="matchVideo2" loop="" style="height: 686px;">
<source type="video/mp4" src="https://www.cisi.org/cisiweb2/image/integritymatters/integrity.mp4">
</video>
<div class="filterBG">
<div class="container">
<div class="content">
<img alt="" src="/cisiweb2/image/pa/profassess.jpg" data-sf-ec-immutable=""><h1>Sustainable and Responsible Investment</h1>
<h2>Essential learning for all financial services professionals in 2021</h2>
<a class="btn btn-primary" href="https://www.cisi.org/cisiweb2/cisi-website/study-with-us/professional-assessments/sustainable-and-responsible-investment-professional-assessment" data-sf-ec-immutable="">Learn more</a>
</div>
</div>
</div>
</div>
</li>-->
<!--############################################################################ -->
<!--############################### Green Finance################################# -->
<!-- <li>
<div class="greenFin">
<div class="container">
<div class="theEye col-sm-8"><img alt="" src="/cisiweb2/image/aboutus/green/eye3.gif" data-sf-ec-immutable=""></div>
<div class="content col-sm-4">
<h2>Can you see a future in responsible finance?</h2>
<br>
<p>The climate crisis presents an urgent challenge for humanity. But it also opens up enormous opportunities.</p>
<a class="btn btn-primary" href="https://www.cisi.org/cisiweb2/green-finance/" data-sf-ec-immutable="">Find out more</a>
</div>
</div>
</div>
</li>-->
<!--############################################################################ -->
<!--############################### Vulnerable################################# -->
<!--
<li style="float: left; list-style: none; position: relative; width: 1880px;">
<div class="VuCli">
<div class="container">
<div class="content">
<img alt="" src="/cisiweb2/image/pa/profassess.jpg" data-sf-ec-immutable=""><h1>Vulnerable Customers</h1>
<p>The appropriate treatment of vulnerable customers is a key concern for regulators all over the world, in the financial services sector and beyond. Keeping these customers safe is both a regulatory requirement and a moral imperative, so firms must be proactive in identifying them and providing the best possible service.</p>
<a class="btn btn-primary" href="https://www.cisi.org/cisiweb2/cisi-website/study-with-us/professional-assessments/vulnerablecustomers" data-sf-ec-immutable="">Learn more</a>
</div>
</div>
</div>
</li>
-->
<!--############################### Remeote Invigilation################################# -->
<!--
<li style="float: right; list-style: none; position: relative; width: 1880px;">
<div class="remoteInv">
<div class="container">
<div class="content">
<div class="col-sm-6"> </div>
<div class="txt col-sm-6">
<h1>Remote Invigilation</h1>
<p>We now offer the option to sit our multiple-choice question (MCQ) exams remotely, for example, from home or from a meeting room.</p>
<a class="btn btn-primary" href="https://www.cisi.org/cisiweb2/cisi-website/study-with-us/remote-invigilation/" data-sf-ec-immutable="">Learn more</a>
</div>
</div>
</div>
</div>
</li>
-->
<!--############################### MH portal #################################
<li>
<div class="mhPortal">
<div class="container">
<div>
<h1 class="first">Let’s talk about</h1>
<h1 class="second">mental health</h1>
<p>
As the day-to-day reality of working and living under the cloud of a pandemic continues – with all the varying restrictions on daily lives that this brings – mental health issues are reportedly on the rise.
</p>
<br />
<a href="/cisiweb2/startaconversation" data-sf-ec-immutable="">Visit the CISI Mental Health portal</a>
</div>
</div>
</div>
</li>-->
<!--############################ FP week ############################### -->
<!--<li>
<div class="fpweek20">
<div class="container">
<div>
<h1>Financial Planning Week 2020</h1>
<h2>5 – 11 October</h2>
<p>Now is your opportunity to take control of your finances and feel confident.<br>Book a free one-hour session with a professional financial planner and read through multiple guides and articles on our website cisi.org/fpweek.
</p>
<a href="https://www.cisi.org/cisiweb2/financial-planning-week-2020/find-a-planner" class="btn btn-default" data-sf-ec-immutable="">Book my free session</a> <a href="https://www.cisi.org/cisiweb2/financial-planning-week-2020/financial-planning-week" class="btn btn-default" data-sf-ec-immutable="">Feel financially confident</a>
</div>
</div>
</div>
</li>-->
<!--############################################################################ -->
<!--<li>
<div class="prNew2">
<div class="container">
<div class="content">
<h2>The most constructive</h2>
<h1>60 minutes</h1>
<h3>of my day</h3>
<br />
<p>“Short, concise, easy to use e-learning modules that give me a basic understanding of such a broad range of subjects”</p>
<a class="btn btn-primary" href="/cisiweb2/cisi-website/study-with-us/getting-started/professional-refresher" data-sf-ec-immutable="">Find out more about Professional Refresher</a>
</div>
</div>
</div>
</li>-->
<!--############################ Renewal tile ############################### -->
<!--<li>
<div class="renewals">
<div class="container">
<div>
<h1>Have you renewed your CISI membership?</h1>
<h2>CISI membership renewals for the 2020/21 year are now overdue.<br />
Don't lose access to all your first-class membership benefits.<br />
<br />
You can easily renew online by card via MyCISI.
</h2>
<a href="/cisiweb2/mycisi-pages/mycisi" class="btn btn-default" data-sf-ec-immutable="">Renew now</a>
</div>
</div>
</div>
</li>-->
<!--############################################################################ -->
<!--<li>
<div class="confidence">
<div class="container">
<div class="content">
<h1>Bridging the gap</h1>
<h2><strong>Returning to full time employment?</strong><br />
<br />
Join us today and benefit from a 50% discount on exams and membership.</h2>
<a class="btn btn-primary" href="/cisiweb2/cisi-website/join-us/membership/membership-fees#sectionE" data-sf-ec-immutable="">Membership
discounts</a> <a class="btn btn-primary" href="/cisiweb2/docs/default-source/cisi-website/qualifications/uk-unemployment-concessionary-rates-2014.pdf?sfvrsn=8" data-sf-ec-immutable="">Qualification
discounts</a>
</div>
</div>
</div>
</li>-->
<!--############################################################################ -->
<!-- *********************************** -->
<!--<li>
<div class="prNew">
<div class="container">
<div>
<h1>Professional Refresher</h1>
<h3>Your online training tool</h3>
<p>
<strong>Regtech</strong><br />
Financial services regulation has expanded at an astounding rate since the 2008 global
financial crisis, as has the cost of regulatory compliance. What was once a negligible
expense has become a material component of regulated firms’ annual spending, hence the
emergence of Regtech. The module provides an introduction for those who have an interest in,
but limited knowledge of, Regtech.
</p>
<br />
<a class="btn btn-default" href="/cisiweb2/cisi-website/study-with-us/getting-started/professional-refresher" data-sf-ec-immutable="">
Find out
more
</a> <a href="/cisiweb2/en/cisi-elearning/cisipr/GetChapterList/462/" class="btn btn-default" data-sf-ec-immutable="">Members login here</a>
</div>
</div>
</div>
</li>-->
<li style="float: left; list-style: none; position: relative; width: 1600px;" class="bx-clone" aria-hidden="true">
<div class="resultsDay">
<div class="container">
<div>
<h1>Congratulations</h1>
<h5>The CISI congratulates the Spring 2023 achievers of our higher level narrative examinations</h5>
<a href="/cisiweb2/docs/default-source/cisi-website/qualifications/award-winners-may23.pdf?sfvrsn=47ef980a_2" class="btn btn-default" target="_blank">Read the full listing</a>
</div>
</div>
</div>
</li>
</ul>
</div>
<div class="bx-controls bx-has-controls-direction bx-has-pager">
<div class="bx-controls-direction"><a class="bx-prev" href="">Prev</a><a class="bx-next" href="">Next</a></div>
<div class="bx-pager bx-default-pager">
<div class="bx-pager-item"><a href="" data-slide-index="0" class="bx-pager-link active">1</a></div>
<div class="bx-pager-item"><a href="" data-slide-index="1" class="bx-pager-link">2</a></div>
<div class="bx-pager-item"><a href="" data-slide-index="2" class="bx-pager-link">3</a></div>
<div class="bx-pager-item"><a href="" data-slide-index="3" class="bx-pager-link">4</a></div>
<div class="bx-pager-item"><a href="" data-slide-index="4" class="bx-pager-link">5</a></div>
<div class="bx-pager-item"><a href="" data-slide-index="5" class="bx-pager-link">6</a></div>
<div class="bx-pager-item"><a href="" data-slide-index="6" class="bx-pager-link">7</a></div>
<div class="bx-pager-item"><a href="" data-slide-index="7" class="bx-pager-link">8</a></div>
<div class="bx-pager-item"><a href="" data-slide-index="8" class="bx-pager-link">9</a></div>
<div class="bx-pager-item"><a href="" data-slide-index="9" class="bx-pager-link">10</a></div>
</div>
</div>
</div>
</div>
</div>
</div>
<div class="sf_cols container_wrapper quickLinks">
<div class="container sf_colsOut">
<div id="cph_main_cph_main_C005_Col00" class="sf_colsIn">
<div class="row sf_cols">
<div class="col-xs-12 col-sm-12 col-md-4 col-lg-4 sf_colsOut">
<div id="cph_main_cph_main_C006_Col00" class="sf_colsIn">
<div class="sfContentBlock"><img alt="" src="/cisiweb2/image/icons/study_large.png" style="width: 80px;">
<h1>Study with us</h1>
<p>Our qualifications, developed by practitioners for practitioners, will equip you with the practical knowledge you need to do your job, whether you are starting out in the profession, or you’re looking to specialise in a chosen
discipline.</p>
<a href="/cisiweb2/cisi-website/study-with-us" class="btn btn-default">Study with us</a>
</div>
</div>
</div>
<div class="col-xs-12 col-sm-12 col-md-4 col-lg-4 sf_colsOut">
<div id="cph_main_cph_main_C006_Col01" class="sf_colsIn">
<div class="sfContentBlock"><img alt="" src="/cisiweb2/image/icons/member_large.png" style="width: 80px;">
<h1>Join us</h1>
<p>CISI membership is a compelling marker of professionalism in the financial services sector. Joining us shows colleagues, clients and the wider professional sphere that you are committed to the highest standards of knowledge,
skills and behaviour.</p>
<a href="/cisiweb2/cisi-website/join-us/membership/" class="btn btn-default">Join us</a>
</div>
</div>
</div>
<div class="col-xs-12 col-sm-12 col-md-4 col-lg-4 sf_colsOut">
<div id="cph_main_cph_main_C006_Col02" class="sf_colsIn">
<div class="sfContentBlock"><img alt="" src="/cisiweb2/image/icons/tick_large.png" style="width: 80px;">
<h1>MyCISI</h1>
<p>Log in to MyCISI, your personal online portal, to access your membership benefits, check exam information and results, keep track of your CPD record, view your local CISI branch, update your details and more.</p>
<a href="/cisiweb2/mycisi-pages/mycisi" target="_blank" class="btn btn-default myCISILink">Log in to MyCISI</a>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<div class="sf_cols container_wrapper globalStats">
<div class="container-fluid sf_colsOut">
<div id="cph_main_cph_main_C011_Col00" class="sf_colsIn">
<div class="container_wrapper sf_cols">
<div class="container sf_colsOut">
<div id="cph_main_cph_main_C012_Col00" class="sf_colsIn">
<div class="sfContentBlock memberStat"><span class="member">45,000</span> Members in over 100 countries </div>
<div class="sfContentBlock examStat"><span class="exams">Over 40,000</span> Exams taken in 81 countries </div>
</div>
</div>
</div>
</div>
</div>
</div>
<div class="container_wrapper sf_cols">
<div class="container sf_colsOut">
<div id="cph_main_cph_main_C019_Col00" class="sf_colsIn">
<div class="row sf_cols">
<div class="col-xs-12 col-sm-12 col-md-6 col-lg-6 sf_colsOut">
<div id="cph_main_cph_main_C081_Col00" class="sf_colsIn">
<div class="sfContentBlock">
<h1 style="text-align: center;">News, insight & analysis</h1>
</div>
<div>
<div class="sfContentBlock sf-Long-text">
<ul id="newReviewArticles" class="itemList" style="position: relative; height: 0px;">
<li class="item">
<div class="itemBox clearfix">
<a href="/cisiweb2/cisi-news/the-review-article-details?articleid=7749&learningid=11250"><div class="itemImage"><div class="sfimageWrp"><img src="/Public/ReviewArticleImages/Picture2023-06-21%2003-26-08.jpg"></div></div></a>
<div class="itemContent" style="height: 171.141px;">
<h3 class="itemTitle"><a href="/cisiweb2/cisi-news/the-review-article-details?articleid=7749&learningid=11250">Previewing the Financial Planning Conference 2023: Crunching time </a></h3>
<div class="sfitemPublicationDate">27 Jun 2023</div>
<div class="itemBody">
<p>Matthew P. Jarvis CFP® explains how you can boost profit margins, enhance customer satisfaction and maximise efficiency so you can do a week's worth of work in a day <br>
<em>by Lauren Johnson, CISI copywriter</em>
</p>
</div>
</div><a class="readMore" href="/cisiweb2/cisi-news/the-review-article-details?articleid=7749&learningid=11250">Read more</a>
</div>
</li>
<li class="item">
<div class="itemBox clearfix">
<a href="/cisiweb2/cisi-news/the-review-article-details?articleid=7748&learningid=11243"><div class="itemImage"><div class="sfimageWrp"><img src="/Public/ReviewArticleImages/Picture2023-06-20%2003-40-19.jpg"></div></div></a>
<div class="itemContent" style="height: 171.141px;">
<h3 class="itemTitle"><a href="/cisiweb2/cisi-news/the-review-article-details?articleid=7748&learningid=11243">Guernsey annual dinner </a></h3>
<div class="sfitemPublicationDate">26 Jun 2023</div>
<div class="itemBody">Guests gathered and raised a commendable £2,412 for an important cause<br>
<em>by Lauren Johnson, CISI copywriter</em>
</div>
</div><a class="readMore" href="/cisiweb2/cisi-news/the-review-article-details?articleid=7748&learningid=11243">Read more</a>
</div>
</li>
<li class="item">
<div class="itemBox clearfix">
<a href="/cisiweb2/cisi-news/the-review-article-details?articleid=7747&learningid=11226"><div class="itemImage"><div class="sfimageWrp"><img src="/Public/ReviewArticleImages/Picture2023-06-16%2009-42-41.jpg"></div></div></a>
<div class="itemContent" style="height: 171.141px;">
<h3 class="itemTitle"><a href="/cisiweb2/cisi-news/the-review-article-details?articleid=7747&learningid=11226">Seven ways to smash the class ceiling</a></h3>
<div class="sfitemPublicationDate">16 Jun 2023</div>
<div class="itemBody">
<p>Practical steps for financial services firms to ensure parity for people of all backgrounds<br>
<em>by Elizabeth Anderson</em>
</p>
</div>
</div><a class="readMore" href="/cisiweb2/cisi-news/the-review-article-details?articleid=7747&learningid=11226">Read more</a>
</div>
</li>
<li class="item">
<div class="itemBox clearfix">
<a href="/cisiweb2/cisi-news/the-review-article-details?articleid=7746&learningid=11216"><div class="itemImage"><div class="sfimageWrp"><img src="/Public/ReviewArticleImages/Picture2023-06-14%2004-33-15.jpg"></div></div></a>
<div class="itemContent" style="height: 171.141px;">
<h3 class="itemTitle"><a href="/cisiweb2/cisi-news/the-review-article-details?articleid=7746&learningid=11216">Solutions to overcoming working-class bias in the finance sector</a></h3>
<div class="sfitemPublicationDate">15 Jun 2023</div>
<div class="itemBody">
<p>In the second of our two-part piece on socioeconomic diversity, we look at what firms can do to ensure people from all backgrounds reach leadership positions within our sector<br>
<em>by Elizabeth Anderson</em>
</p>
</div>
</div><a class="readMore" href="/cisiweb2/cisi-news/the-review-article-details?articleid=7746&learningid=11216">Read more</a>
</div>
</li>
</ul>
</div>
</div>
<div class="sfContentBlock"><br>
<p style="text-align: center;"><a class="btn btn-default" href="/cisiweb2/cisi-news/review">View the Review</a> </p>
</div>
</div>
</div>
<div class="col-xs-12 col-sm-12 col-md-6 col-lg-6 sf_colsOut">
<div id="cph_main_cph_main_C081_Col01" class="sf_colsIn">
<div class="sfContentBlock">
<h1 style="text-align: center;">Quick survey</h1>
</div>
<div data-sf-role="form-container">
<input type="hidden" data-sf-role="form-id" value="071fa8c2-1984-41ed-902c-f2d3851aaa6b" name="FormId">
<input type="hidden" data-sf-role="marketo-settings" value="{"syncFormFieldsToLeadFields":false,"doSpecificWebCalls":false}" name="MarketoSettings">
<div id="defaultFormctl00$ctl00$cph_main$cph_main$C083" enctype="multipart/form-data" role="form">
<div class="sf-fieldWrp sf-RadioButtons" data-sf-role="multiple-choice-field-container">
<input type="hidden" data-sf-role="violation-messages"
value="{ "required": "To what extent are cryptoassets included in your clients’ portfolios? field input is required", "maxLength":"To what extent are cryptoassets included in your clients’ portfolios? field must be less than 255 characters" }">
<strong>To what extent are cryptoassets included in your clients’ portfolios?</strong>
<div>
<label>
<input type="radio" name="MultipleChoiceFieldController_1" value="0-25%" data-sf-role="multiple-choice-field-input" required="required" pattern=".{0,255}"> 0-25% </label>
</div>
<div>
<label>
<input type="radio" name="MultipleChoiceFieldController_1" value="26-50%" data-sf-role="multiple-choice-field-input" required="required" pattern=".{0,255}"> 26-50% </label>
</div>
<div>
<label>
<input type="radio" name="MultipleChoiceFieldController_1" value="51-75%" data-sf-role="multiple-choice-field-input" required="required" pattern=".{0,255}"> 51-75% </label>
</div>
<div>
<label>
<input type="radio" name="MultipleChoiceFieldController_1" value="76-100%" data-sf-role="multiple-choice-field-input" required="required" pattern=".{0,255}"> 76-100% </label>
</div>
<p data-sf-role="error-message" role="alert" aria-live="assertive"></p>
</div>
<div class="sf-fieldWrp sf-RadioButtons" data-sf-role="multiple-choice-field-container">
<input type="hidden" data-sf-role="violation-messages"
value="{ "required": "To what extent do you feel confident and competent to provide advice to your clients on investment into cryptoassets? field input is required", "maxLength":"To what extent do you feel confident and competent to provide advice to your clients on investment into cryptoassets? field must be less than 255 characters" }">
<strong>To what extent do you feel confident and competent to provide advice to your clients on investment into cryptoassets?</strong>
<div>
<label>
<input type="radio" name="MultipleChoiceFieldController" value="Confident" data-sf-role="multiple-choice-field-input" required="required" pattern=".{0,255}"> Confident </label>
</div>
<div>
<label>
<input type="radio" name="MultipleChoiceFieldController" value="Unsure" data-sf-role="multiple-choice-field-input" required="required" pattern=".{0,255}"> Unsure </label>
</div>
<div>
<label>
<input type="radio" name="MultipleChoiceFieldController" value="Unconfident" data-sf-role="multiple-choice-field-input" required="required" pattern=".{0,255}"> Unconfident </label>
</div>
<p data-sf-role="error-message" role="alert" aria-live="assertive"></p>
</div>
<div class="sf-fieldWrp sf-RadioButtons" data-sf-role="multiple-choice-field-container">
<input type="hidden" data-sf-role="violation-messages" value="{ "required": "Are you: field input is required", "maxLength":"Are you: field must be less than 255 characters" }">
<strong>Are you:</strong>
<div>
<label>
<input type="radio" name="MultipleChoiceFieldController_0" value="Working in the UK" data-sf-role="multiple-choice-field-input" pattern=".{0,255}"> Working in the UK </label>
</div>
<div>
<label>
<input type="radio" name="MultipleChoiceFieldController_0" value="Working outside the UK" data-sf-role="multiple-choice-field-input" pattern=".{0,255}"> Working outside the UK </label>
</div>
<p data-sf-role="error-message" role="alert" aria-live="assertive"></p>
</div>
<div class="sf-fieldWrp" data-sf-role="paragraph-text-field-container">
<input type="hidden" data-sf-role="violation-messages" value="{"maxLength":"Further comments field input is too long", "required": "Further comments field input is required"}">
<label for="Textarea-1">Further comments</label>
<textarea id="Textarea-1" data-sf-role="paragraph-text-field-textarea" name="ParagraphTextFieldController"></textarea>
<p data-sf-role="error-message" role="alert" aria-live="assertive"></p>
</div>
<div class="sf-fieldWrp">
<button type="submit">Submit</button>
</div>
</div>
<script type="text/javascript">
(function($) {
$(function() {
var container = document.getElementById("defaultFormctl00$ctl00$cph_main$cph_main$C083");
if (container === null) return;
var inputs = container.querySelectorAll("input, textarea, select");
var allInputs = document.forms["aspnetForm"].querySelectorAll('input, textarea', 'select');
var widgetValidators = [];
for (var i = 0; i < allInputs.length; i++) {
if ($(allInputs[i]).data('widget-validator')) {
widgetValidators.push($(allInputs[i]).data('widget-validator'));
}
allInputs[i].addEventListener("invalid", function(event) {
if (Array.indexOf(inputs, document.activeElement) >= 0 && Array.indexOf(inputs, event.target) < 0) event.preventDefault();
}, true);
}
var submitClick = function(sender) {
var isValid = true;
for (var i = 0; i < inputs.length; i++) {
if (typeof inputs[i].willValidate !== "undefined" && inputs[i].willValidate) isValid = inputs[i].validity.valid && isValid;
if (isValid && typeof($(inputs[i]).data('sfvalidator')) === 'function') isValid = $(inputs[i]).data('sfvalidator')();
if (typeof $ !== "undefined" && typeof $.validator !== "undefined") isValid = $(inputs[i]).valid() && isValid;
}
if (isValid) {
sender.preventDefault();
var deferreds = [];
for (var i = 0; i < widgetValidators.length; i++) {
deferreds.push(widgetValidators[i]());
}
$.when.apply($, deferreds).done(function() {
for (var i = 0; i < widgetValidators.length; i++) {
if (!arguments[i]) {
return false;
}
}
var form = document.createElement("form");
form.style.display = "none";
form.setAttribute("action", "/cisiweb2/cisi-website/homepages/cisi-financial-services-professional-body/?sf_cntrl_id=ctl00%24ctl00%24cph_main%24cph_main%24C083");
form.setAttribute("method", "POST");
if (container.getAttribute("enctype")) form.setAttribute("enctype", container.getAttribute("enctype"));
else form.setAttribute("enctype", document.forms["aspnetForm"].getAttribute("enctype"));
form.setAttribute("encoding", document.forms["aspnetForm"].getAttribute("encoding"));
form.appendChild(container);
sender = sender.target || sender.srcElement;
if (sender) {
var submitHiddenInput = document.createElement("input");
submitHiddenInput.setAttribute("type", "hidden");
submitHiddenInput.setAttribute("name", sender.name);
submitHiddenInput.setAttribute("value", sender.value || "Submit");
form.appendChild(submitHiddenInput);
}
document.body.appendChild(form);
// We prevent kendo upload widget from submitting empty inputs.
var kInputs = container.querySelectorAll(".k-upload input[type='file']");
for (var i = 0; i < kInputs.length; i++) {
var kInput = kInputs[i];
if (!kInput.value) {
// Prevent submitting an empty input
kInput.setAttribute("disabled", "disabled");
window.setTimeout(function() {
kInput.removeAttribute("disabled");
}, 0);
}
}
if (typeof MarketoSubmitScript !== 'undefined') {
MarketoSubmitScript._populateFormId($('input[data-sf-role="form-id"]').val());
var newSubmitButtons = $(form).find(MarketoSubmitScript._settings.externalFormSubmitButtonsQuery);
if (newSubmitButtons.length > 0) MarketoSubmitScript._formFields = MarketoSubmitScript._getExternalFormFields(newSubmitButtons[0]);
if (MarketoSubmitScript._formFields && MarketoSubmitScript._formFields.length === 0) MarketoSubmitScript._populateFieldsFromLabels(form);
MarketoSubmitScript._formSubmitHandler(form.parentElement);
}
form.submit();
return false;
});
}
};
var handleFormSubmitElements = function(elementName) {
var allSubmitElements = container.getElementsByTagName(elementName);
var elementCount = allSubmitElements.length;
while (elementCount) {
typeAttr = allSubmitElements[elementCount - 1].getAttribute("type");
if (typeAttr == "submit") {
var currentClick = allSubmitElements[elementCount - 1].onclick;
if (currentClick) allSubmitElements[elementCount - 1].onclick = function() {
if (currentClick()) return submitClick();
else return false;
};
else allSubmitElements[elementCount - 1].onclick = submitClick;
}
elementCount--;
}
};
handleFormSubmitElements("input");
handleFormSubmitElements("textarea");
handleFormSubmitElements("select");
handleFormSubmitElements("button");
})
})(jQuery);
</script>
</div>
</div>
</div>
</div>
<div>
<div class="sfContentBlock sf-Long-text">
<div class="modal fade" id="joinCISI" tabindex="-1" role="dialog">
<div class="modal-dialog modal-lg" role="document">
<div class="modal-content">
<div class="modal-body">
<div class="closeJoinModal" data-dismiss="modal">X</div>
<h2 style="margin-top:0px;">If you would like to talk to us about any membership enquiries you can contact our dedicated teams</h2>
<div class="row joinContacts">
<div class="col-sm-6">
<div class="wrapper" style="height: 235.406px;"><span class="fas fa-envelope"></span><br><strong>General Membership Enquiries</strong>
<br>Contact our Customer Support team <br><br><a class="btn btn-primary" href="mailto:Customer.Support@cisi.org">Customer.Support@cisi.org</a>
</div>
</div>
<div class="col-sm-6">
<div class="wrapper" style="height: 235.406px;"><span class="fas fa-envelope"></span><br><strong>Membership for Financial Planners</strong>
<br>Speak to Christopher Morris, our Deputy Head of Financial Planning <br><br><a class="btn btn-primary" href="mailto:Christopher.Morris@cisi.org">Christopher.Morris@cisi.org</a>
</div>
</div>
</div><br><br>
<p style="text-align:center;">Alternatively why not register for one of our free <strong>Thinking of joining CISI?</strong> events in January and February to learn about all routes to the individual CISI Chartered
designations. Find out about Chartered Fellow (Financial Planning), Chartered Wealth Manager and Certified Financial Planner™, as well as Chartered Firm status. This will include details from all levels and other
professional body qualifications. </p>
<div class="row joinContacts">
<div class="col-sm-4">
<div class="wrapper" style="height: 279.547px;">
<h4>Understanding how to join and our routes to Individual Chartered status</h4><strong>Date:</strong> Wednesday 25 January 2023<br><strong>Time:</strong> 9:00am GMT <br><strong>Venue:</strong> Live Webcast
<br><br><a href="/cisiweb2/cisi-website/forms-2023/understanding-how-to-join-and-our-routes-to-individual-chartered-status-wednesday" target="_blank" class="btn btn-primary">Reserve your place</a>
</div>
</div>
<div class="col-sm-4">
<div class="wrapper" style="height: 279.547px;">
<h4>Understanding how to join and our routes to Individual Chartered status</h4><strong>Date:</strong> Thursday 26 January 2023<br><strong>Time:</strong> 3:30pm GMT <br><strong>Venue:</strong> Live Webcast
<br><br><a href="/cisiweb2/cisi-website/forms-2023/understanding-how-to-join-and-our-routes-to-individual-chartered-status-thursday" target="_blank" class="btn btn-primary">Reserve your place</a>
</div>
</div>
<div class="col-sm-4">
<div class="wrapper" style="height: 279.547px;">
<h4>Understanding how to join and our routes to Chartered Firm status’</h4><strong>Date:</strong> Friday 27 January 2023<br><strong>Time:</strong> 2:00pm GMT <br><strong>Venue:</strong> Live Webcast
<br><br><a href="/cisiweb2/cisi-website/forms-2023/understanding-how-to-join-and-our-routes-to-chartered-firm-status" target="_blank" class="btn btn-primary">Reserve your place</a>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<div class="row sf_cols">
<div class="col-xs-12 col-sm-12 col-md-6 col-lg-6 sf_colsOut">
<div id="cph_main_cph_main_C020_Col00" class="sf_colsIn">
</div>
</div>
<div class="col-xs-12 col-sm-12 col-md-6 col-lg-6 sf_colsOut">
<div id="cph_main_cph_main_C020_Col01" class="sf_colsIn">
</div>
</div>
</div>
</div>
</div>
</div>
<div class="sf_cols container_wrapper map">
<div class="container-fluid sf_colsOut">
<div id="cph_main_cph_main_C030_Col00" class="sf_colsIn">
<div class="sfContentBlock"><iframe
src="https://www.google.com/maps/embed?pb=!1m18!1m12!1m3!1d2483.0898823562284!2d-0.08561608397622386!3d51.511566979635816!2m3!1f0!2f0!3f0!3m2!1i1024!2i768!4f13.1!3m3!1m2!1s0x4876035232e55125%3A0xba0625d72a4de7f!2sChartered+Institute+for+Securities+%26+Investment!5e0!3m2!1sen!2sus!4v1475683224035"
width="1920" height="450" frameborder="0" style="border: 0px;"></iframe>
<div class="bookNow">
<h2 id="venue">Your local office</h2>
<p> Chartered Institute for Securities & Investment<br> 20 Fenchurch street<br> London<br> EC3M 3BY<br>
<br>
<img alt="" src="/cisiweb2/image/icons/phone.jpg" class="icon"> +44 20 7645 0777<br>
<img alt="" src="/cisiweb2/image/icons/email.jpg" class="icon"> <a href="mailto:customersupport@cisi.org">customersupport@cisi.org</a>
</p>
</div>
</div>
<div class="sfContentBlock">
<div id="adventWrapper" style="display: none;">
</div>
</div>
</div>
</div>
</div>
<div id="fullscreenContainer" class="">
<div id="fullscreenWaiting" class="cisiWaiting">
<div class="waitingSpinner"></div>
</div>
<div id="fullscreenMessage" class="cisiMessage">
<span class="message"></span>
<button type="button" id="fullscreenMessageClose" class="btn btn-default">Close</button>
</div>
</div>
</section>
<footer id="footerWrapper" class="footerWrapper">
<!-- <div class="newSiteSurvey">What do you think of your new look cisi.org?
<a href="/cisiweb2/cisi-website/thank-you?utm_source=website&utm_medium=click&utm_content=happy&utm_campaign=feedback"><img src="/cisiweb2/image/icons/happy.png" class="happy face"></a> <a href="/cisiweb2/cisi-website/thank-you?utm_source=website&utm_medium=click&utm_content=neutral&utm_campaign=feedback"><img src="/cisiweb2/image/icons/neutral.png" class="neutral face"></a> <a href="/cisiweb2/cisi-website/thank-you?utm_source=website&utm_medium=click&utm_content=sad&utm_campaign=feedback"><img src="/cisiweb2/image/icons/sad.png" class="sad face"></a>
</div>-->
<div class="footerTop hideInSitefinity">
<div class="container">
<div class="socialIcons">
<a href="https://twitter.com/cisi" target="_blank"><img alt="" src="/cisiweb2/image/master/twitter.png" class="twitter"></a>
<a href="https://www.linkedin.com/company/chartered-institute-for-securities-&-investment?trk=top_nav_home" target="_blank"><img alt="" src="/cisiweb2/image/master/linkedin.png" class="linkedIn"></a>
<a href="https://www.youtube.com/user/cisitv?feature=watch" target="_blank"><img alt="" src="/cisiweb2/image/master/youtube.png" class="youtube"></a>
<a href="https://www.instagram.com/the_cisi/" target="_blank"><img alt="" src="/cisiweb2/image/master/instagram.png" class="instagram"></a>
</div>
</div>
<div class="container">
<div class="row">
<div class="col-xs-12 col-sm-6 col-md-3 footerMainLink">
<a href="/cisiweb2/cisi-website/study-with-us">Study
with us</a>
</div>
<div class="col-xs-12 col-sm-6 col-md-3 footerMainLink">
<a href="/cisiweb2/cisi-website/join-us/membership/">Join
us</a>
</div>
<div class="col-xs-12 col-sm-6 col-md-3 footerMainLink">
<a href="/cisiweb2/mycisi-pages/mycisi">MyCISI</a>
</div>
<div class="col-xs-12 col-sm-6 col-md-3 footerMainLink">
<a href="/cisiweb2/cisi-website/join-us/cisi-member-directory">Member
directory</a>
</div>
<div class="col-xs-12 col-sm-6 col-md-3 footerMainLink visible-xs">
<a href="/cisiweb2/cisi-website/contact-us">Contact
us</a>
</div>
<div class="col-xs-12 col-sm-6 col-md-3 footerMainLink visible-xs">
<a href="/cisiweb2/cisi-website/about-us/press-releases">Press
releases</a>
</div>
<div class="col-xs-12 col-sm-6 col-md-3 footerMainLink visible-xs">
<a href="/cisiweb2/cisi-website/about-us/feedback">Feedback</a>
</div>
</div>
</div>
</div>
<!--<div class="footerMiddle hideInSitefinity">
<div class="container">
<a href="https://financialplanning.cisi.org/cisiweb2/wayfinder" target="_blank"><img src="/cisiweb2/image/master/mapicon.png" style="width:50px;margin-right:40px;"> Find a Financial Planner near you <img src="/cisiweb2/image/master/wayfindersmall.png" style="width:50px;margin-left:40px"></a>
</div>
</div>-->
<div class="footerBottom hidden-xs">
<div class="container">
<div class="purpose">
<div class="sectionHead">Our purpose: </div>
<div class="purposeStatement">“To champion lifelong learning and integrity, raising individual standards of knowledge, skills and behaviour globally to enhance public trust and confidence in financial services.”</div>
</div>
<div class="row">
<div class="col-sm-4 col-md-4 col-lg-4">
<ul class="list-unstyled links">
<li class="sectionHead"> Navigation</li>
<li><a href="/cisiweb2/cisi-website/study-with-us">Study
with
us</a>
</li>
<li><a href="/cisiweb2/cisi-website/join-us/membership/">Join
us</a>
</li>
<li><a href="/cisiweb2/cisi-website/cpd/what-is-cpd">CPD</a>
</li>
<li><a href="/cisiweb2/cisi-website/networking-events/members-only-events?page=eventscal&type=cpd%20event">
Networking
&
events</a>
</li>
<li><a href="/cisiweb2/cisi-website/integrity-ethics/promoting-professionalism">Integrity
&
ethics</a>
</li>
<li><a href="/cisiweb2/cisi-website/schools-colleges-universities/get-into-finance">
Schools,
colleges
&
universities</a>
</li>
<li><a href="/cisiweb2/cisi-website/about-us">About
us</a>
</li>
<li><a href="/cisiweb2/mycisi-pages/mycisi">MyCISI</a>
</li>
</ul>
</div>
<div class="col-sm-4 col-md-4 col-lg-4">
<ul class="list-unstyled links">
<li class="sectionHead"> Useful Links </li>
<li><a href="/cisiweb2/cisi-website/study-with-us/exam-booker">Book
your
exam</a>
</li>
<li><a href="/cisiweb2/cisi-website/study-with-us/getting-started/price-list">Price
list</a>
</li>
<li><a href="/cisiweb2/cisi-website/join-us/sps/apply-for-a-statement-of-professioanl-standing">
Apply
for an
SPS</a>
</li>
<li><a href="/cisiweb2/cisi-website/join-us/sps/renew-your-statement-of-professioanl-standing">
Renew
your
SPS</a>
</li>
<li><a href="/cisiweb2/cisi-website/join-us/membership/grades-of-membership#sectionD">
Upgrade
to or
transfer
your
Chartership</a>
</li>
<li><a href="/cisiweb2/cisi-website/join-us/cisi-member-directory">Member
directory</a>
</li>
<li><a href="/cisiweb2/cisi-elearning/cisipr">Professional
Refresher</a>
</li>
<li><a href="/cisiweb2/cisi-website/contact-us">Contact
us</a>
</li>
<li><a href="/cisiweb2/cisi-website/contact-us">Exam
venues</a>
</li>
<li><a href="/cisiweb2/cisi-website/about-us/feedback">Feedback
and
complaints</a>
</li>
</ul>
</div>
<div class="col-sm-4 col-md-4 col-lg-4">
<ul class="list-unstyled links">
<li class="sectionHead"> Information</li>
<li><a href="/cisiweb2/cisi-website/about-us/press-releases">Press
releases</a>
</li>
<li><a href="/cisiweb2/cisi-website/vacancies-at-the-cisi">Work
for
us</a>
</li>
<li><a href="/cisiweb2/cisi-website/vacancies-at-the-cisi">Find
your
next
role</a>
</li>
<li><a href="/cisiweb2/cisi-website/about-us#royalCharter">Royal
Charter</a>
</li>
<li><a href="/cisiweb2/cisi-website/about-us#reportAccounts">Report
and
accounts</a>
</li>
<li><a href="/cisiweb2/cisi-website/about-us/terms-conditions">Privacy
policy,
Terms
and
Conditions</a>
</li>
</ul>
</div>
<!--<div class="col-sm-0 col-md-0 col-lg-3 visible-lg latestTweets">
<span class="sectionHead">Latest Tweets</span>
<br>
<a class="twitter-timeline" href="https://twitter.com/CISI" data-widget-id="444417666359382016"
data-chrome="nofooter noheader noborders transparent" data-tweet-limit="2" data-link-color="#6ec2c2"
data-theme="dark">Tweets by @CISI</a>
<script> !function (d, s, id) { var js, fjs = d.getElementsByTagName(s)[0], p = /^http:/.test(d.location) ? 'http' : 'https'; if (!d.getElementById(id)) { js = d.createElement(s); js.id = id; js.src = p + "://platform.twitter.com/widgets.js"; fjs.parentNode.insertBefore(js, fjs); } } (document, "script", "twitter-wjs");</script>
</div>-->
</div>
</div>
<div class="container">
<div class="copyright"> Copyright © Chartered Institute for Securities & Investment <span id="currentYear">2023</span>. <br> <br> A charity registered in England and Wales (number 1132642) and Scotland (number SC040665) A company
limited by guarantee and registered in England and Wales number RC000834. <br><br> CFP<sup>TM</sup>, CERTIFIED FINANCIAL PLANNER<sup>TM</sup> and <img style="vertical-align: bottom; margin: 2px 4px; width: 36px;"
src="/cisiweb2/image/cfp.png"> are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. The Chartered Institute for Securities & Investment is the marks licensing authority for the CFP marks in the
United Kingdom, through agreement with FPSB. <br>
<a href="http://charteredbodyalliance.org/" onclick="ga('send','event','Outgoing Links','charteredbodyalliance.org')" target="_blank"><img src="/cisiweb2/image/master/cba.png" class="parn" style="width:250px;margin:20px;"></a>
<a href="http://www.parnglobal.com/" onclick="ga('send','event','Outgoing Links','parnglobal.com')" target="_blank"><img src="/cisiweb2/image/master/parn.png" class="parn" style="width:180px;margin:20px;"></a>
<img src="/cisiweb2/image/master/pcidss.png" style="width:180px;margin:20px;">
<img src="/cisiweb2/image/master/mind.png" style="width:180px;margin:20px;">
</div>
</div>
</div>
<div class="overlay" id="mainOverlay"></div>
<div class="toTop" id="toTop">
<a href="#top">
<img src="image/master/totop.png" alt="Back to the top of the page">
</a>
</div>
<div class="cookieConsent fixedContent show" id="cookieConsent">
<button id="cookieClose" class="close" type="button" title="Close this message">
<span aria-hidden="true">×</span>
<span class="sr-only">Close</span>
</button>
<div class="container">
<p>We use cookies to provide you with a better service. Carry on browsing if you are happy with this. Details on the cookies we use can be found in our <a href="/cisiweb2/cisi-website/about-us/terms-conditions#sectionB">cookie policy.</a>
</p>
</div>
</div>
<div id="infoAlert">
<button id="infoAlertClose" class="close" type="button" title="Close this message">
<span aria-hidden="true">×</span> <span class="sr-only">Close</span>
</button>
<div class="container">
<p id="infoAlertMessage" class="container"></p>
</div>
</div>
</footer>
</div>
<!-- ============================================================================== -->
<!-- no content below - scriptwrapper is purely for js or css widgets in sitefinity -->
<!-- ============================================================================== -->
<div id="scriptWrapper" class="scriptWrapper" title="Only place scripts and styles in this region">
<script type="text/javascript" src="/cisiweb2/js/master/jszip.min.js?v=636802949420000000" defer=""></script>
<script type="text/javascript" src="/cisiweb2/js/master/pako_deflate.min.js?v=636802949420000000" defer=""></script>
<script type="text/javascript" src="/cisiweb2/js/master/bootstrap.min.js?v=638223246060000000" defer=""></script>
<script type="text/javascript" src="/cisiweb2/js/master/moment.min.js?v=638223246060000000" defer=""></script>
<script type="text/javascript" src="/cisiweb2/js/master/jquery.xml2json.js?v=638223246060000000" defer=""></script>
<script type="text/javascript" src="/cisiweb2/js/master/vzaar.js?v=638199147956843596" defer=""></script>
<script type="text/javascript" src="/cisiweb2/js/language/language-en.js?v=638223246060000000" defer=""></script>
<script type="text/javascript" src="/cisiweb2/js/master/script.bottom.js?v=638223246080000000" defer=""></script>
<script type="text/javascript" src="/cisiweb2/js/master/cisiwebsite.js?v=638179336212541617" defer=""></script>
<script type="text/javascript" src="/cisiweb2/js/common/bootstrap-tabdrop.js?v=636802949420000000" defer=""></script>
<script type="text/javascript" src="/cisiweb2/js/common/bootstrap-tabcollapse.js?v=636802949420000000" defer=""></script>
<script type="text/javascript" src="/cisiweb2/js/common/jquery.bxslider.js?v=637707634360000000" defer=""></script>
<script type="text/javascript" src="/cisiweb2/js/common/wow.min.js?v=636802949420000000" defer=""></script>
<script type="text/javascript" src="/cisiweb2/js/common/skrollr.js?v=636802949420000000" defer=""></script>
<script type="text/javascript" src="/cisiweb2/js/common/jquery.sticky.js?v=637213690920000000" defer=""></script>
<script type="text/javascript" src="/cisiweb2/js/common/jquery.counterup.js?v=636802949420000000" defer=""></script>
<script type="text/javascript" src="/cisiweb2/js/homepage.js?v=638224141380004990" defer=""></script>
<script type="text/javascript" src="/cisiweb2/js/master/masonry.pkgd.min.js?v=636802949420000000" defer=""></script>
<script type="text/javascript" src="/cisiweb2/js/cop26.js?v=637716178760000000" defer=""></script>
<script type="text/javascript" src="/cisiweb2/js/common/jquery.matchHeight.js?v=636802949420000000" defer=""></script>
<script type="text/javascript" src="/cisiweb2/js/s-i-review-api-homepage.js?v=638218209887335011" defer=""></script>
</div>
<script type="text/javascript">
//<![CDATA[
window.__TsmHiddenField = $get('ctl23_TSM');;
(function() {
function loadHandler() {
var hf = $get('ctl24_TSSM');
if (!hf._RSSM_init) {
hf._RSSM_init = true;
hf.value = '';
}
hf.value += ';Telerik.Sitefinity.Resources, Version=14.2.7922.0, Culture=neutral, PublicKeyToken=b28c218413bdf563:en:07c182a9-e3e0-42b9-82c9-6364dcf8fb77:7a90d6a';
Sys.Application.remove_load(loadHandler);
};
Sys.Application.add_load(loadHandler);
})();
Sys.Application.add_init(function() {
$create(Telerik.Sitefinity.Services.Search.Web.UI.Public.SearchBox, {
"disableSuggestions": false,
"indexCatalogue": "all",
"language": "en",
"minSuggestLength": 3,
"resultsUrl": "/cisiweb2/search-results",
"searchButton": $get("cph_header_SignInAndSignOutAndBasket_ctl00_ctl00_signInSearchContainer_ctl00_ctl00_searchButton"),
"searchTextBox": $get("cph_header_SignInAndSignOutAndBasket_ctl00_ctl00_signInSearchContainer_ctl00_ctl00_searchTextBox"),
"siteId": "bf0181cc-f582-4215-9cc7-c2a224f561bb",
"suggestionFields": "Title,Content",
"suggestionsRoute": "/restapi/search/suggestions"
}, null, null, $get("cph_header_SignInAndSignOutAndBasket_ctl00_ctl00_signInSearchContainer"));
});
Sys.Application.add_init(function() {
$create(Telerik.Sitefinity.Services.Search.Web.UI.Public.SearchBox, {
"disableSuggestions": false,
"indexCatalogue": "all",
"language": "en",
"minSuggestLength": 3,
"resultsUrl": "/cisiweb2/search-results",
"searchButton": $get("cph_header_SignInAndSignOutAndBasket1_ctl00_ctl00_signInSearchContainer_ctl00_ctl00_searchButton"),
"searchTextBox": $get("cph_header_SignInAndSignOutAndBasket1_ctl00_ctl00_signInSearchContainer_ctl00_ctl00_searchTextBox"),
"siteId": "bf0181cc-f582-4215-9cc7-c2a224f561bb",
"suggestionFields": "Title,Content",
"suggestionsRoute": "/restapi/search/suggestions"
}, null, null, $get("cph_header_SignInAndSignOutAndBasket1_ctl00_ctl00_signInSearchContainer"));
});
//]]>
</script>
</form>Text Content
Skip To The Main Content
Sign in | Sign in Register Shop
*
* Sign in
* Register Shop
* Qualifications & Assessments Qualifications & Assessments
* STUDYING WITH THE CISI
Our qualifications for operations, compliance & risk, capital markets &
corporate finance, financial planning, Islamic finance and wealth
management will equip you with the practical knowledge you need to do your
job.
Find out more
ALREADY STUDYING?
Book your exam Access MyStudy View your results
* Getting started
* View all our qualifications
* Which qualification is right for me?
* Qualification pathways
* Capital Markets & Corporate Finance
* Compliance & Risk
* Financial Planning
* Islamic Finance
* Operations
* Wealth Management
* Green, Sustainable & Responsible Finance
* Professional Assessments
* Corporate Cyber Security
* The Practice of Financial Planning
* Sustainable and Responsible Investment
* Vulnerable Customers
* Pakistan Anti-Money Laundering/Counter-Terrorism Financing
* Login to access your Professional Assessments
* Study support
* What resources we offer
* Revision Express
* Candidate Update
* Accredited Training Partners
* Next steps
* Book your exam
* Buy your learning materials
* Price list | Exam dates
* Test centres | Remote exams
* Exemptions
* View your results
* Policies & procedures
* View all qualification policies
* Results & performance reviews
* Certificates
* Feedback and complaints
* English language requirements
* Financial services specialists
* Find out how you can contribute
* Membership & SPS Membership & SPS
* WHY JOIN THE CISI?
As a member of a Chartered professional body you will benefit from an
enhanced status in the financial services profession globally.
You will become a part of an organisation which holds the respect of
governments and firms around the world, and can communicate with the public
on an authoritative and clear level.
Join now Become Chartered
Member directory
* Getting started
* Thinking of joining the CISI?
* Membership benefits
* Grades of membership
* Individual Charter
* Chartered Wealth Manager
* CISI Chartered Firm™
* CERTIFIED FINANCIAL PLANNERTM
* Certificate of professionalism
* How to join
* New member applications
* Membership fees
* Other application forms
* Rules & regulations
* Full membership rules & regulations
* CPD requirements
* Integrity requirements
* Disciplinary Process
* Member directory
* Search and view CISI member profiles
* MyCISI Member App
* Download the app now NEW
* SPS
* Apply for an SPS
* SPS register
* Non-FCA jurisdictions
* RDR background information
* Gap-fill guidance
* Firm Notifications
* CPD CPD
* CONTINUING PROFESSIONAL DEVELOPMENT
Continuing Professional Development (CPD) is of key importance to all
practitioners in the financial services profession.
At the CISI, we are committed to providing all members with the tools
needed to comply with the regulator's rules.
Log in to view your CPD record
* CPD with the CISI
* What does it mean for me?
* CPD opportunities with the CISI
* How to meet your ethics requirements
* Trending topics
* Green, Sustainable & Responsible Finance
* Financial Planning
* Navigating the world of Fintech NEW
* Wealth Management
* CISI CPD resources
* CPD Events Programme - watch live webcasts, wherever you are
* Professional Refresher - Over 200 elearning modules
* The Review - Members' online magazine
* CISI TV - Watch events on demand
* Professional Assessment - Corporate Cyber Security
* Professional Assessment - Sustainable and Responsible Investment
* Professional Assessment - Vulnerable Customers
* Download the MyCISI member app NEW
* Regulatory requirements
* MiFID II guidance
* Insurance Distribution Directive (IDD) guidance
* Pensions Transfer Advice
* Events Events
* EVENTS PROGRAMME
We know you value our event programme and with over 500 offered per year it
is quite an undertaking to look at how we do this differently. We’ve moved
as many as we can into our new virtual programme so we can continue to meet
your CPD requirements and together increase our knowledge, build new skills
and shine a spotlight on integrity and ethical behaviour. The good news is
that content that might only have been available in one area of the world
will now be accessible to any CISI member despite their location.
View all upcoming events View your booked events
* Networking & events
* View all our events
* Professional Forums & Interest Groups
* Financial Planning Forum
* Masterclasses
* Young Professionals' Network
* Partner events
* View my booked events
* Event terms & conditions
* Conferences
* The Paraplanner Box set - An online webinar series - June 2023
* The Financial Planning Conference 2023 - 3-4 Oct
* The Financial Planning Awards 2023
* External CPD resources
* Externally recognised activities and events
* Integrity & ethics Integrity & ethics
* INTEGRITY & ETHICS
The CISI believes that integrity is a key component of professionalism,
defined as the effective combination of knowledge, skills and behaviour.
In each of these areas the CISI has developed products and services where
the highest standards of integrity are embedded and regularly tested.
Find out more
* Upholding professional standards
* Promoting Professionalism
* Code of Conduct
* Bonus policy
* Complaint Form & Procedure
* Disciplinary Process
* Disciplinary Findings
* IntegrityMatters product suite
* IntegrityMatters
* Integrity at Work - Interactive Workshop
* Speak Up
* Professional Refresher
* Annual Integrity Event
* Integrity at Work in Financial Services - publications
* Corporate Supporters
* View our current Corporate Supporters
* Schools, colleges & universities Schools, colleges & universities
* SCHOOLS, COLLEGES & UNIVERSITIES
We partner with Schools, Colleges and Universities to offer qualifications
and career education for young people to learn about the financial services
profession and gain an understanding of the diverse job roles and
employment opportunities available within the profession.
Find out moreGet into finance
* Schools and Colleges
* Why work with the CISI?
* Level 2 award
* Apprenticeships
* Universities
* Undergraduate
* Postgraduate
* Get Into Finance
* Find out about the different careers in finance
* CISI Educational Trust
* What is the trust?
* Educational Trust awards
* Hoare Nairne Scholarship
* About us About us
* ABOUT US
The CISI is the largest and most widely respected professional body for the
securities and investment profession in the UK and in a growing number of
financial centres globally.
We promote the highest standards of professionalism amongst our members and
the wider financial services profession and we believe professionalism is a
blend of three elements – Knowledge, Skills and Behaviour.
Find out more
* About the CISI
* Who we are
* Where we are
* Contact us
* Feedback and complaints
* Royal Charter
* Corporate Supporters
* Financial Planning Corporate Supporters
* Accredited Financial Planning FirmsTM
* CISI Chartered Firm™
* Work at the CISI
* Volunteering at the CISI
* Media
* Press releases
* Corporate governance
* Report & accounts
* Board of directors
* CISI committees
* Privacy policy, Terms and Conditions
* Jobs Jobs
* MyCISI MyCISI
* MYCISI
MyCISI is a member-only portal, providing access to a wealth of resources,
insight and information. Members can log in and access many of their
benefits including CISI publications, Professional Refresher and CISI TV.
They can also review events going on in their local area and check and
update their Continuing Professional Development (CPD) record.
Visit MyCISI
* My Account
* MyCISI homepage
* Account details
* Account activity
* Communication preferences
* Results preferences
* My CPD
* Access your CPD record
* Completing your CPD
* Auditing your CPD
* Endorsed 3rd party CPD
* My Benefits
* Download the MyCISI member app
* MyCISI Rewards NEW
* CISI TV
* Professional Refresher
* Members' online magazine
* IntegrityMatters
* My Events
* Membership badges
* Digital membership card
* SMCR Toolkit
* Mental Health toolkit
* CISI Mentoring Scheme NEW
* My Study
* Revision Express
* Professional Assessments
* Before your exam
* On the day
* After your exam
"The scientists have done their job, now it's time for financial services to do
ours"
George Littlejohn, Chartered MCSI
a COP26 special
As the leading body for financial services professionals, you can see our wealth
of insightful sustainable and responsible finance learning materials for those
working in and interested in financial services.
View our whole offering Close this overlay
Online learning
Our cutting-edge elearning tool, Professional Refresher, is designed to refresh
or develop your knowledge on a variety of topics, all achievable during your
lunch break or commute.
Greenwashing
Responsible and Sustainable Investment Funds and the Equity Markets
Environmental, social and governance investing
The Review
Our award-winning members’ magazine, available online and in print, incorporates
the latest news, insight and thought leadership affecting your profession.
Five innovations accelerating responsible finance
Impact measurement in private equity – cutting through the complexity
Making homes greener
CISI TV
Build new skills and shine a spotlight ESG Investing. Watch videos of our most
popular events online, anywhere, anytime, on any device.
Investing in the future: enabling decarbonisation
Demystifying impact investing: Most common myths discussed
What does impact investing mean for you and your clients
Qualifications & Assessments
Essential learning on all things relating to sustainable and responsible
investment with our short online course or enhance your credibility with these
global qualifications.
Sustainable and Responsible Investment - Professional Assessment
Green and Sustainable Finance Certificate - Level 4 exam
Climate Risk Certificate - Level 5 exam
Enter this week’s challenge
* WELCOME TO THE CISI
THE PROFESSIONAL BODY OF CHOICE FOR THE FINANCIAL SERVICES PROFESSION
The Chartered Institute for Securities & Investment is the leading
professional body for securities, investment, wealth and financial planning
professionals. Dedicated to professionalism since it emerged from the London
Stock exchange in 1992, its purpose is to champion lifelong learning and
integrity, raising individual standards of knowledge, skills and behaviour
globally to enhance public trust and confidence in financial services.
* CONGRATULATIONS
THE CISI CONGRATULATES THE SPRING 2023 ACHIEVERS OF OUR HIGHER LEVEL
NARRATIVE EXAMINATIONS
Read the full listing
* ENTER THE CISI FINANCIAL PLANNING AWARDS 2023!
Let’s celebrate the best in UK financial planning, view the awards and their
deadline entry dates by clicking below
Apply now Nominate a ‘good egg’
* THE PARAPLANNER BOX SET
The online webinar series for paraplanning expertise
This online webinar series features key topics including ESG investing,
cashflow modelling, writing skills, Consumer Duty, benefits of mentoring and
more.
CISI members book for free Non-members purchase an access pass View the full
line up
* #FINANCIALPLANNING23
JOIN US FOR OUR FLAGSHIP FINANCIAL PLANNING EVENT
WHERE: WOTTON HOUSE, SURREY RH5 6HS
WHEN: 3-4 OCTOBER
Book your place now
* NAVIGATING THE WORLD OF FINTECH
FINTECH HAS TRANSFORMED THE FINANCIAL LANDSCAPE IN RECENT YEARS, DRAMATICALLY
CHANGING THE WAY CONSUMERS ACCESS AND USE SERVICES AND PRODUCTS. THE BREADTH
OF FINTECH SOLUTIONS ONLY CONTINUES TO GROW.
Find out what we offer
* THINKING OF JOINING THE CISI AS A MEMBER?
We have a first-class CPD programme, automatic CPD logging, quick CPD
importing tools, and more
Apply today Not sure? Find out more
* SHOW YOUR CREDENTIALS!
Display your achievements as a CISI member and differentiate yourself from
your peers
Download your member badge
* THE PRACTICE OF FINANCIAL PLANNING
ROUTE TO CERTIFIED FINANCIAL PLANNER™ CERTIFICATION
FOR CII CHARTERED FINANCIAL PLANNERS
Our new pathway has been specifically designed to offer holders of the CII
Advanced Diploma in Financial Planning and CII Chartered Financial Planners a
streamlined route to becoming a CERTIFIED FINANCIAL PLANNER™ professional,
without the constraints of a formal examination.
Find out more
* CORPORATE CYBER SECURITY
Cyber attacks broke all records in terms of the numbers of cases reported in
the last 12 months. It is estimated that a business is successfully hacked
every 19 seconds and some risk analysts estimate that $2.9m is lost to
cybercrime every minute globally. Understanding the risks and protecting your
organisation from these threats is now essential for financial services
practitioners.
Learn more
* WELCOME TO THE CISI
THE PROFESSIONAL BODY OF CHOICE FOR THE FINANCIAL SERVICES PROFESSION
The Chartered Institute for Securities & Investment is the leading
professional body for securities, investment, wealth and financial planning
professionals. Dedicated to professionalism since it emerged from the London
Stock exchange in 1992, its purpose is to champion lifelong learning and
integrity, raising individual standards of knowledge, skills and behaviour
globally to enhance public trust and confidence in financial services.
* CONGRATULATIONS
THE CISI CONGRATULATES THE SPRING 2023 ACHIEVERS OF OUR HIGHER LEVEL
NARRATIVE EXAMINATIONS
Read the full listing
PrevNext
1
2
3
4
5
6
7
8
9
10
STUDY WITH US
Our qualifications, developed by practitioners for practitioners, will equip you
with the practical knowledge you need to do your job, whether you are starting
out in the profession, or you’re looking to specialise in a chosen discipline.
Study with us
JOIN US
CISI membership is a compelling marker of professionalism in the financial
services sector. Joining us shows colleagues, clients and the wider professional
sphere that you are committed to the highest standards of knowledge, skills and
behaviour.
Join us
MYCISI
Log in to MyCISI, your personal online portal, to access your membership
benefits, check exam information and results, keep track of your CPD record,
view your local CISI branch, update your details and more.
Log in to MyCISI
45,000 Members in over 100 countries
Over 40,000 Exams taken in 81 countries
NEWS, INSIGHT & ANALYSIS
* PREVIEWING THE FINANCIAL PLANNING CONFERENCE 2023: CRUNCHING TIME
27 Jun 2023
Matthew P. Jarvis CFP® explains how you can boost profit margins, enhance
customer satisfaction and maximise efficiency so you can do a week's worth of
work in a day
by Lauren Johnson, CISI copywriter
Read more
* GUERNSEY ANNUAL DINNER
26 Jun 2023
Guests gathered and raised a commendable £2,412 for an important cause
by Lauren Johnson, CISI copywriter
Read more
* SEVEN WAYS TO SMASH THE CLASS CEILING
16 Jun 2023
Practical steps for financial services firms to ensure parity for people of
all backgrounds
by Elizabeth Anderson
Read more
* SOLUTIONS TO OVERCOMING WORKING-CLASS BIAS IN THE FINANCE SECTOR
15 Jun 2023
In the second of our two-part piece on socioeconomic diversity, we look at
what firms can do to ensure people from all backgrounds reach leadership
positions within our sector
by Elizabeth Anderson
Read more
View the Review
QUICK SURVEY
To what extent are cryptoassets included in your clients’ portfolios?
0-25%
26-50%
51-75%
76-100%
To what extent do you feel confident and competent to provide advice to your
clients on investment into cryptoassets?
Confident
Unsure
Unconfident
Are you:
Working in the UK
Working outside the UK
Further comments
Submit
X
IF YOU WOULD LIKE TO TALK TO US ABOUT ANY MEMBERSHIP ENQUIRIES YOU CAN CONTACT
OUR DEDICATED TEAMS
General Membership Enquiries
Contact our Customer Support team
Customer.Support@cisi.org
Membership for Financial Planners
Speak to Christopher Morris, our Deputy Head of Financial Planning
Christopher.Morris@cisi.org
Alternatively why not register for one of our free Thinking of joining CISI?
events in January and February to learn about all routes to the individual CISI
Chartered designations. Find out about Chartered Fellow (Financial Planning),
Chartered Wealth Manager and Certified Financial Planner™, as well as Chartered
Firm status. This will include details from all levels and other professional
body qualifications.
UNDERSTANDING HOW TO JOIN AND OUR ROUTES TO INDIVIDUAL CHARTERED STATUS
Date: Wednesday 25 January 2023
Time: 9:00am GMT
Venue: Live Webcast
Reserve your place
UNDERSTANDING HOW TO JOIN AND OUR ROUTES TO INDIVIDUAL CHARTERED STATUS
Date: Thursday 26 January 2023
Time: 3:30pm GMT
Venue: Live Webcast
Reserve your place
UNDERSTANDING HOW TO JOIN AND OUR ROUTES TO CHARTERED FIRM STATUS’
Date: Friday 27 January 2023
Time: 2:00pm GMT
Venue: Live Webcast
Reserve your place
YOUR LOCAL OFFICE
Chartered Institute for Securities & Investment
20 Fenchurch street
London
EC3M 3BY
+44 20 7645 0777
customersupport@cisi.org
Close
Study with us
Join us
MyCISI
Member directory
Contact us
Press releases
Feedback
Our purpose:
“To champion lifelong learning and integrity, raising individual standards of
knowledge, skills and behaviour globally to enhance public trust and confidence
in financial services.”
* Navigation
* Study with us
* Join us
* CPD
* Networking & events
* Integrity & ethics
* Schools, colleges & universities
* About us
* MyCISI
* Useful Links
* Book your exam
* Price list
* Apply for an SPS
* Renew your SPS
* Upgrade to or transfer your Chartership
* Member directory
* Professional Refresher
* Contact us
* Exam venues
* Feedback and complaints
* Information
* Press releases
* Work for us
* Find your next role
* Royal Charter
* Report and accounts
* Privacy policy, Terms and Conditions
Copyright © Chartered Institute for Securities & Investment 2023.
A charity registered in England and Wales (number 1132642) and Scotland (number
SC040665) A company limited by guarantee and registered in England and Wales
number RC000834.
CFPTM, CERTIFIED FINANCIAL PLANNERTM and are certification marks owned outside
the U.S. by Financial Planning Standards Board Ltd. The Chartered Institute for
Securities & Investment is the marks licensing authority for the CFP marks in
the United Kingdom, through agreement with FPSB.
× Close
We use cookies to provide you with a better service. Carry on browsing if you
are happy with this. Details on the cookies we use can be found in our cookie
policy.
× Close